
Financial Advisor
4 weeks ago
1 day ago Be among the first 25 applicants
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities:
- Provide financial planning support to clients
- Support investment professionals in cultivating client relationships
- Prepare financial plans and verify their accuracy
Qualifications:
- College graduate of any 4-year course
- At least 3 years of management experience
- At least 2 years of college education
- Entry level
- Full-time
- Finance and Sales
- Insurance
Referrals increase your chances of interviewing at Team Josh - Prudent Financial Consultants by 2x
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