What are the responsibilities and job description for the Financial Advisor position at Wealth Strategies Financial Group?
Financial Advisor
Build your independent advisory business surrounded by a CHAMPIONSHIP-MINDED TEAM and a professional culture. We believe that everyone deserves a good advisor, and our advisors work hard to ensure we are reaching those who need our help. This is no easy task, but those who are selected and successful realize a rewarding career both interpersonally, socially and financially.
Experienced Advisors
Our independent platform provides the support you need to be competitive. We offer financing programs and assistance to make the transition easier. With no proprietary product quotas, we allow our advisors to be client-centric. Our focus on serving the customized needs of our advisors and clients sets us apart.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- 5 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills