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Financial Consultant

remuneración: $45000 on target earnings
tipo de empleo: tiempo completo

Due to our quick expansion, we are looking for a financial advisor to join our team. You will spend your day going to meetings and talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.

Requirements:
• Sales experience can be a plus.
• Knowledge of mutual fund, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.

Benefits:
• Unlimited commission earnings
• Full training provided
• Support from the whole team

If you consider this is the type of job you are looking for, please send us your CV via this website
  • Solo empresas. Si eres un intermediario, por favor, no contactes al anunciante.
  • NO contactarnos por servicios u ofertas no solicitados

ID publicación: 6992158471

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