Financial Services Advisor

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesSupport investment professionals to cultivate client relationships Prepare financial plansand check their accuracyRecommend financial products appropriate to client's financial needs and goalsQualificationsBachelor's degree in Finance or related field is a plus,but not required Excellent interpersonal skillsWillingness to learn and be coachedDesire to help individual and families