Licensed Client Service Representative
Are you a licensed client service professional with a passion for helping people achieve financial peace of mind? We want to meet you! THE PATH Financial Strategies, a trusted independent advisory firm with 30+ years of excellence, is seeking a Licensed Client Service Representative to support our team and deliver exceptional service to our clients.
We Offer:
• Competitive salary + performance bonuses
• Retirement plan with company match
• Paid time off & holidays
• Career growth and professional development
• A supportive, mission-driven team
Requirements:
• Active licenses: Life & Health Insurance and to acquire FINRA Series 6/63
• 3+ years in financial services client support or operations
• Familiarity with insurance and investment products
Send your resume + cover letter to Angie@THEPATHFinancial.com
9316 Chamberlayne Road
Mechanicsville, VA 23116