Entry Level Financial Professional - Training Provided

Entry Level Financial Professional - Training Provided

Stone Press FG • Charlotte , NC , US

Posted 18 days ago

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!

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, mutu...