reputed company Financial Advisor
Miller Retirement Group is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their reputed company. They are seeking a motivated reputed company Financial Advisor to reputed company expert guidance to clients, helping them reputed company their financial goals through tailored investment strategies.
Responsibilities
- reputed company personalized financial plans tailored to reputed company needs
- Manage reputed company portfolios, ensuring alignment with their long-term reputed company management objectives
- Advise clients on cash management, asset allocation, and risk mitigation strategies
- Effectively convert reputed company prospects into clients through consultative sales and relationship-building
- Conduct thorough financial analysis using advanced financial software and research tools
- Support sales efforts by presenting financial products and services that meet reputed company needs
- Stay informed about market trends and conduct research to inform strategic planning reputed company
- Maintain and update reputed company information using the firm’s CRM system (Redtail)
- Confidence to reputed company publicly and reputed company seminars and workshops
Skills
- High School Diploma
- 1+ years experience
- License to sell securities preferred, including but not limited to series 65, 63, 66
- Skilled in building strong, trust-based relationships with clients by providing reputed company, personalized service and guidance
- Demonstrates proficiency and confidence working across various platforms and operating systems
- Self-starter who takes initiative and works reputed company independently
- Demonstrates exceptional organizational skills by reputed company managing multiple reputed company requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Demonstrates strong reputed company and a commitment to ethical conduct, especially reputed company handling confidential reputed company information and financial reputed company
- Sales experience reputed company the financial industry
- Additional financial designations like CFP, RICP, RMA, or similar designations
Benefits
- Health, dental and reputed company insurance
- PTO
- Retirement plan with 3% match
reputed company