We are seeking a motivated and client‑focused Financial Representative to join our growing team. This role is responsible for developing trusted relationships, providing personalized financial guidance, and supporting clients in achieving both short‑ and long‑term financial goals. The ideal candidate is consultative, results‑driven, and committed to delivering ethical, high‑quality financial solutions.

Key Responsibilities

• Build and maintain long‑term client relationships through proactive communication and consultative financial planning.

• Assess client financial situations and recommend appropriate products and strategies, including investment, retirement, insurance, and wealth‑building solutions.

• Develop customized financial plans aligned with client goals, risk tolerance, and life stages.

• Identify new business opportunities through networking, referrals, and market outreach.

• Educate clients on financial products, market trends, and planning strategies in a clear and approachable manner.

• Maintain accurate client records and ensure compliance with regulatory and company standards.

• Collaborate with internal partners to deliver comprehensive, client‑centric solutions.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred.

• Experience in financial services, sales, advisory, or client relationship management preferred.

• Strong interpersonal, communication, and presentation skills.

• Proven ability to build trust and influence decision‑making.

• Goal‑oriented mindset with strong time management and organizational skills.

• Ability to work independently while contributing to a team environment.

• Required licenses or ability to obtain during onboarding (e.g., Series 6/7, Series 63/66, Life & Health, as applicable).

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.