As an Client Sales Associate, you will play a key role in helping individuals and families make informed financial decisions. In this position, youll deliver personalized guidance by understanding each clients unique goals and recommending tailored solutions using a broad range of high-quality financial tools. Your success will be driven by your ability to build trust, provide meaningful strategies, and maintain long-term client relationships. This role offers the flexibility to manage your own schedule while receiving ongoing support from a collaborative and experienced team. Key Responsibilities Build and expand your client base through networking, referrals, and proactive outreach Conduct thorough consultations to evaluate clients financial needs, goals, and current situations Design and present customized financial strategies aligned with client objectives Maintain strong, long-term relationships by delivering ongoing support and guidance Stay informed on industry developments, mar...