Description
Responsibilities
• Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
• Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
• Assess clients' financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.
Qualifications
• Bachelor's degree or equivalent work experience
• Prior experience as a financial advisor strongly preferred
• No disclosures on Form U4
• Willing to obtain the following licenses prior to onboarding: Life & Health, SIE, and Series 66
