Financial Advisory Consultant
3 weeks ago
SFL Wealth Management is seeking a Financial Advisory Consultant to enhance our team, dedicated to providing comprehensive financial services tailored for our clients.
- Effectively oversee and manage a diverse client portfolio.
- Develop and deliver personalized financial strategies and investment plans.
- Engage with a bilingual client base.
- Benefit from the flexibility of remote work and adaptable hours.
- Work collaboratively with fellow advisors to offer a range of products and foster client loyalty.
- Access a well-established client portfolio.
- Receive robust administrative assistance to streamline your workflow.
Qualifications:
- Valid mutual fund representative license.
- Proven experience in a financial advisory role or equivalent.
- Bilingual communication skills.
- Possession of an insurance license (preferred).
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