One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors.
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial t rends
Preparing financial documents...