
Chief Financial Strategist
1 day ago
We are seeking a goal-driven Financial Advisor to join our team. The ideal candidate will have a willingness to learn, be process and system oriented, and possess the ability to work remotely.
In this role, you will meet with clients face-to-face or online for consultations on financial planning and investment strategies. You will also develop strategic financial plans to help clients achieve their goals, evaluate and recommend insurance products tailored to their needs, and perform policy reviews to reassess financial situations and re-strategize.
Key Qualifications
- Willingness to learn
- Goal-driven
- Process and System Oriented
- Ability to work remotely
Job Details
- Employment type: Full-time
- Seniority level: Entry level
- Job function: Finance and Sales
- Industries: Insurance Agencies and Brokerages
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