Financial Advisor

Willenborg Wealth Management

Remote
Remote
Client relationship management
Financial planning software
Microsoft office suite
The Financial Advisor fosters and deepens client relationships throughout the financial review process

Job Summary

  • The Financial Advisor fosters and deepens client relationships throughout the financial review process.
  • Manage and deepen client relationships with effective communication and personalized attention in every interaction.
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Matching Summary

The Financial Advisor fosters and deepens client relationships throughout the financial review process.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning software
  • Microsoft Office Suite
  • Effective communication skills
  • Independent work and teamwork

Nice-to-have

  • Client-focused team player
  • Service-oriented and coachable
  • Positive attitude

Key Requirements

  • Bachelor's in Finance
  • 7 to 12 months general experience
  • SIE, Series 7, Series 63, 65 and/or 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter