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Financial Advisor
2 weeks ago
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
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- 5+ years' of industry experience
- Strong understanding of the investment business
- Experience in Financial Planning
- Understanding of needs analysis process
- product knowledge in investments, life insurance, disability, critical Illness. disability, group benefits.
- Proven prospector for new business/clients
- Excellent interpersonal skills