Financial Advisor

3 days ago


Miami, United States Roman Financial Group Full time

Company Description

Roman Financial Group is a financial service brokerage that specializes in providing life insurance to clients across the US. Our goal is to help individuals and families secure their financial future through personalized insurance solutions.


Role Description

This is a full-time remote role for a Financial Advisor at Roman Financial Group. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and overall financial advisory services to clients. The role involves analyzing financial situations, developing strategies, and recommending appropriate financial products.


Qualifications

  • Financial Planning and Finance skills
  • Experience in Retirement Planning and Investment analysis
  • Financial Advisory expertise
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Ability to work independently and remotely

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