Position Overview
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!
Compensation:$124,000 at plan commission
Responsibilities:- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the cl...