About this role
Provide financial education and to current and prospective clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminarsAssesses clients financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. Helping clients through insurance and other financial product sales and services to enable them meet their retirement and other financial goals.Assists families to develop sustainable financial strategies by guiding them to establish financial goals; matching goals to situation with appropriate financial plans. Helping clients' monitor their financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. Keeping up-top-date with the financial industry through ongoing knowledge and tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Willingness to learn, and take action.Having entrepreneurial mindsetAssociate or college degree in business a plus but not required.Business knowledgeHave strong work ethics and people skillsAbility to maintained a discipline and focus to achieve financial goals.
All your information will be kept confidential according to EEO guidelines.