Field Services Representative
Candidate will be responsible for servicing Cygnet’s existing base of individual and institutional clients. This person will also be responsible for soliciting new clients to provide them with financial planning and investment advisory services using the Cygnet System. They will be trained in our proprietary system which is based on a consultative sales process designed to help people make sound financial decisions. When appropriate, they will recommend and implement services and solutions (e.g. fee-based investment advice, financial products, etc…) that are best suited to help the client achieve their goals.
Candidates must share our belief that we have a fiduciary obligation to our clients to act in a transparent and objective manner and always place their best interests first. Period.
Why Consider Cygnet?
Whether you are an experienced financial professional looking to transition to an independent fee-based business model or someone new to the financial services industry, Cygnet may be what you’ve been looking for. Our approach is not tied to cold-calling or most of the other sales oriented methods common in our industry; clients see us as trusted advisors not salespersons.
We are always looking for qualified candidates who are interested in helping people achieve their financial lifestyle goals. If you are interested in learning more about the Cygnet Process™ and our team, please contact Maureen at 248.673.2900.