Financial Advisor

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Responsibilities :

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives.
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations.
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor.

Qualifications :

Compensation :

$70,000 - $120,000 at plan

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