Job Description
Financial Advisor
Financial Sales All US Locations, United States
Apply
Description
Job Responsibilities:
+ Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives.
+ Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.
+ Collaborate to create a team environment and to meet clients needs.
+ Generate additional referrals from personal networking, seminars, and presentations to community groups
+ Keeps abreast of new planning tools, products, and resources, changing regulations and professional s...
Financial Sales All US Locations, United States
Apply
Description
Job Responsibilities:
+ Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives.
+ Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.
+ Collaborate to create a team environment and to meet clients needs.
+ Generate additional referrals from personal networking, seminars, and presentations to community groups
+ Keeps abreast of new planning tools, products, and resources, changing regulations and professional s...
Apply for This Position
Ready to take the next step? Click the button below to submit your application.
Submit Application