Financial Advisor – Leadership Skills
UET Lahore
full-time
Posted on:
Location Type: Hybrid
Location: Sunset Hills • Montana • 🇺🇸 United States
Visit company websiteSalary
💰 $62,000 - $72,000 per year
Job Level
Senior
About the role
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- No specific requirements listed.
Benefits
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client engagementfinancial planningcommunicationnetworkingrelationship building