Financial Advisors Needed

1 month ago29 views
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Great opportunity for experienced financial advisors. Suppose you’re FAIS compliant and have a strong client base.
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 to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications:
2+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
RE5
Send me your CV-leandrarayne.dunn@gmail.com

Id Subtitle 1270614314
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Leandra Dunn
Selling for 3+ years
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