Asset Management, Banking Services, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer/Client Research, Develop and Maintain Customers, Estate Planning, Finance, Financial Analysis, Financial Planning, Financial Services, Insurance, Investment Management, Investment Strategy, People Management, Sales, Wealth Management
Overview
As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position. This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule.
Duties
- Assess clients' financial needs and develop tailored financial plans to help them achieve their goals.
- Provide guidance on investment strategies, asset management, and portfolio management.
- Build and maintain strong customer relationships through effective communication and follow-up.
Skills
- Previous banking, finance or insurance background required.
- Proficiency in financial sales techniques and customer relationship management.
Personnel Resources is an equal opportunity employer.
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