Base: $62,200.00 - $103,600.00; bonus/equity: not ...
Investment and insurance solutions
Sales goals achievement
Customer relationship management
The role involves providing advice-based financial solutions tailored to clients' needs. Financial Advisors are expected to meet sales goals while ensuring compliance with regulations. The position emphasizes building strong partnerships to enhance client relationships and increase referrals
Job Summary
The role involves providing advice-based financial solutions tailored to clients' needs. Financial Advisors are expected to meet sales goals while ensuring compliance with regulations. The position emphasizes building strong partnerships to enhance client relationships and increase referrals.
Matching Summary
The role involves providing advice-based financial solutions tailored to clients' needs. Financial Advisors are expected to meet sales goals while ensuring compliance with regulations. The position emphasizes building strong partnerships to enhance client relationships and increase referrals.
Salary
Base: $62,200.00 - $103,600.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Investment and insurance solutions
Sales goals achievement
Customer relationship management
Nice-to-have
Coaching and mentoring skills
Strong partnership development
High-quality customer service
Key Requirements
6 years of education or experience
4 years of investment or insurance sales experience