Job Opportunity
We are seeking a highly skilled and experienced professional to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for developing and implementing comprehensive financial plans for individuals, families, and businesses.
Key Responsibilities:
* Conduct thorough financial assessments to identify clients' needs and goals
* Develop tailored financial plans that meet clients' objectives
* Analyze market trends and make informed investment decisions
* Provide exceptional customer service and support throughout the planning process
Requirements:
* Bachelor's degree in Finance or related field
* Life and health insurance licenses
* Series 6/7 and Series 63 designations
* Excellent communication, analytical, and interpersonal skills
* Ability to work independently and as part of a team
Benefits:
* Competitive compensation package
* Ongoing training and professional development opportunities
* Opportunity to advance your career in a dynamic and supportive environment
About Us:
We are a reputable and established company with a long history of providing excellent service to our clients. We are committed to helping individuals and businesses achieve their financial goals through sound financial planning and investment strategies.
Compensation Range:
$65,000 - $140,000 yearly
Payment Method:
* Commission-based
* Expense allowance
* Bonus structure
Average Client Assets Under Management (AUM) fees and Renewals/Trails:
Variable based on performance
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