What are the responsibilities and job description for the Financial Services Professional position at Solid Rock Financial Partners, LLC?
Company Description
Solid Rock Financial Partners, LLC is a reliable partner specializing in financial planning, retirement strategies, and wealth management. We are dedicated to serving business owners and individuals approaching or in their retirement years, with a strong emphasis on integrity and prioritizing financial well-being. At Solid Rock, we focus on building clients' financial futures with trust and confidence. Our approach is firmly rooted in delivering personalized solutions tailored to each client’s unique goals.
Role Description
This is a full-time hybrid role for a Financial Services Professional based in Roanoke, VA, with flexibility for work-from-home arrangements. The role entails providing financial guidance, developing personalized financial and retirement plans, and working closely with clients to achieve their financial goals. Day-to-day responsibilities include meeting with current and prospective clients, analyzing financial data, recommending suitable financial products, maintaining strong client relationships, and staying updated on financial trends to ensure clients receive the best advice.
We are accepting entry level applicants with a desire to be trained and mentored in this space or applicants who already have insurance and securities experience and licenses looking to join a team to help them grow their business.