The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Network and meet people to set personal planning meetings
- Build relationships and understand goals of prospective clients
- Build solutions using investments, financial planning and insurance
- Review and update several times annually
Qualifications
- Strong people skills
- The desire to help others
- Create life changing wealth for yourself while helping others accomplish their goals