Associate Financial Planner
HH Financial Center
Bradenton, FL
Associate Financial Planner
HH Financial Center
Bradenton, FL
- $65,000 to $96,000 Yearly (plus commission)
- Medical , Paid Time Off , Retirement
- Full-Time
Job Description
We are seeking an Associate Financial Planner to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
- Previous experience in banking, financing, or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Address
HH Financial Center
Bradenton, FL
USA
Industry
Finance and Insurance
Posted date
20 days ago
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