Financial Advisor
3 weeks ago
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.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 3+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
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Financial Advisor
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
Hammond, United States Prudential Financial Full timeThe 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. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...
