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Retirement Savings Advisor
2 weeks ago
We're seeking a highly skilled and driven Financial Planning Specialist to join our team. As a key member of our organization, you will be responsible for building strong relationships with clients and helping them achieve their financial goals.
- Key Responsibilities:
- Meet with clients and prospects to understand their financial needs and provide personalized advice.
- Develop and implement comprehensive financial plans that align with clients' goals and risk tolerance.
- Collaborate with a motivated team to refine your skills and improve your financial advising techniques.
- Analyze market trends and stay up-to-date on industry developments to ensure the highest level of service for clients.
Required Qualifications:
- A bachelor's degree in finance, accounting, or a related field.
- Active life and health insurance license.
- Series 65 or 66 license.
- Strong sales and closing skills.
- Experience working directly with clients preferred but not required.
What We Offer:
- A competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
- The chance to make a lasting impact on families and individuals who rely on us for financial guidance.
How to Apply:
- Please submit your resume and cover letter to [insert contact information].
- We look forward to hearing from you
About Us:
We are a leading provider of financial services, dedicated to helping individuals and families achieve their long-term financial goals. Our team of experienced professionals is committed to providing exceptional service and expert advice to our clients.
