Financial Services Specialist

3 days ago


Bradenton, Florida, United States FusionTech Full time
Financial Advisor (m/f/d) Opportunity

We are seeking a skilled financial advisor to join our team at FusionTech.

As a financial advisor, you will be responsible for guiding our customers in investment and retirement planning, assisting with account management, and connecting them with our cooperation partners.

Your Key Responsibilities:

  • Provide expert advice on investment and retirement planning to our customers
  • Assist customers with account management and related inquiries
  • Connect customers with our cooperation partners and serve as their primary point of contact
  • Support customers in achieving financial security by helping them prepare for their future

Your Qualifications:

  • Vocational training in banking or a related field
  • Excellent customer service skills and ability to find suitable solutions
  • Strong personality and consulting quality
  • Ability to work independently and as part of a team

About FusionTech:

FusionTech is a leading financial services company dedicated to providing exceptional customer experiences. We value fairness, performance, and sympathy in our work and strive to make our customers the most satisfied.



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