Join our growing financial services team and help clients build stronger financial futures. As a Financial Services Representative, you'll provide expert guidance on investment products, savings strategies, and financial planning solutions to individuals and small businesses. What you'll do: • Assess client financial needs and recommend tailored solutions • Build long-term relationships with clients through exceptional service • Process applications, account openings, and financial transactions • Meet sales targets while maintaining compliance and ethical standards • Stay current with product knowledge and industry regulations What we're looking for: • Strong communication and interpersonal skills • Proven ability to meet sales goals • Customer-first mindset with problem-solving ability • Series 7, 63, or willingness to obtain certifications • High school diploma/GED minimum; bachelor's degree preferred Why join us: • Competitive base salary + performance bonuses • Comprehensive benefits package • Professional development and licensing support • Collaborative, supportive work environment • Convenient Newton, MA location Ready to make an impact? Apply now.