Financial Advisor
4 weeks ago
Job Description
Job Description
We are seeking a Financial Advisor
to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
Advise clients on investment strategies and other financial decisions
Assess clients' assets, liabilities and overall financial conditions
Prepare presentations that recommend various financial products
Review and communicate portfolio performances to clients
Network and build relationships with new and existing client base
Qualifications:
3 years experience as a financial advisor
Familiarity with investment products and services
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
Company Description Bridge Financial Partners, LLC is a privately owned firm providing financial planning, insurance and investments to individuals and businesses. Our collaborative team approach allows us to provide first-rate support and services to both small business and individuals.
Company Description
Bridge Financial Partners, LLC is a privately owned firm providing financial planning, insurance and investments to individuals and businesses. Our collaborative team approach allows us to provide first-rate support and services to both small business and individuals.
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