Job Description
Training Provided
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:$80,000+ performance-based
Responsibilities:- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Customize financial plans for each client based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Compile each client’s financial informat...
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