Join us for a fulfilling career where you assist individuals in understanding the fundamentals of personal finance while advancing your own career in the finance sector. Whether you're a newcomer or aiming to refine your professional expertise, we offer comprehensive training and support to elevate your skills. As an associate, you'll play a crucial role in helping individuals grow their wealth and safeguard their assets. Reach out to us today to start your journey.
Responsibilities
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Schedule appointments
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Conduct face-to-face meetings
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Analyze clients? financial situations with help of tools provided
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Conduct the gap analysis for clients
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Recommend appropriate solutions
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Present the solutions to client
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Coordinate with the client and service providers
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Complete and maintain all necessary documentation
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Create and maintain a healthy and long lasting relationship with clients
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Develop leads
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Expand the task-force for increased outreach
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Comply with all regulatory requirements, including licensing and registrations
Required Skills
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Bachelor's Degree, or equivalent work experience demonstrating proficiency in marketing, sales, or customer service
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Excellent communication skills
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Excellent interpersonal skills
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Organized individual who excels in problem solving and multitasking
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Motivated hard worker who displays self-confidence and a strong desire to learn
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Energetic self-starter
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Management skills are desirable but not required
What will you gain
As a full-service independent financial service professional, you will create customized plans to meet client needs in the following areas:
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Retirement planning
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Tax savings
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401K Rollover
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College Savings
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Asset protection
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Risk management
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Estate planning
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And much more