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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
- Network and meet people to set personal planning meetings
- Build relationships and understand goals of prospective clients
- Build solutions using investments, financial planning and insurance
- Review and update several times annually
Qualifications
- The desire to help others
- Create life changing wealth for yourself while helping others accomplish their goals
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance
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Inferred from the description for this job
401(k)
Medical insurance
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