Financial Services Professional
2 weeks ago
Zapata Private Wealth Group LLC is a leading provider of financial services, offering a range of products and solutions to individuals, families, and businesses. We are currently seeking a skilled and ambitious individual to fill the role of Junior Financial Advisor.
Job Description:
Key Responsibilities:- Establish and maintain relationships with existing and new clients through effective communication and relationship-building.
- Provide expert advice on financial services, products, and strategies to help clients achieve their financial goals.
- Develop and implement sales strategies to drive business growth and revenue.
- Collaborate with senior financial advisors to create comprehensive financial plans for clients.
Requirements:
- Active financial advisory license (Series 6/7 and/or Series 63/65/66).
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, with a focus on delivering exceptional customer service.
Compensation: $28.00 per hour, based on qualifications and experience.
Benefits include health insurance, retirement plan, paid time off, and opportunities for career advancement.
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