Financial Services Professional
il y a 6 jours
Job Title: Financial Advisor
Company: Integrity Talent Solutions
Job Type: Full-time
Location: Remote
Job Category: Financial Services
Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial guidance and advice to high-net-worth individuals and families.
Key Responsibilities- Qualify and schedule face-to-face appointments with prospective clients
- Meet with clients to gather new business and assets for the firm
- Develop and implement financial plans to meet clients' goals and objectives
- Provide ongoing financial guidance and advice to clients
- Build and maintain strong relationships with clients and colleagues
- Minimum of two years of experience in financial services
- Proven track record of success in selling to high-net-worth individuals
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- High level of integrity and professionalism
- Competitive salary and bonus structure
- Opportunities for career advancement
- Collaborative and dynamic work environment
- Professional development and training
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