Financial Advisor
Elevate Financial Planning and Wealth Management is dedicated to helping individuals navigate their financial landscapes through a collaborative approach. They are seeking a financial advisor who will identify potential clients, develop customized financial plans, and maintain strong relationships with clients to support their financial goals.
Responsibilities
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs
- Develop customized financial plans to address each of the clients desired goals
- Maintain strong relationship with clients, helping them track their progress over time
- Provide ongoing consultation and support
Skills
- Bachelor's degree in business or industry-related field
- Ability to obtain series licenses
- Must be a U.S. or Permanent Resident
Company Overview
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