We are looking to hire a financial advisor to join our team. You will be spending time talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy
Here are a few things that will be expected of you and not limited to.
· Talk to clients to determine their financial situation, coverage, savings, investment needs and other information required to develop a Financial plan.
· Answering client's questions about their financial plan and strategies and giving financial advice.
· Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives