Financial Services Professional

4 days ago


Bradenton, Florida, United States FusionTech Full time
Job Opportunity at FusionTech

We are seeking a skilled professional to join our team as a Financial Services Professional.

As a key member of our team, you will be responsible for providing expert advice and guidance to our clients in the areas of investment and retirement planning.

Key Responsibilities:

  • Develop and implement personalized financial plans for clients
  • Assist clients with account management and provide guidance on checking account services
  • Connect clients with our partnership network and serve as the primary point of contact
  • Provide financial security and support to clients through retirement planning and future financial preparation

Requirements:

  • Completion of vocational training in banking or a related field
  • Excellent customer service skills and ability to find suitable solutions
  • Strong personality and consulting skills
  • Ability to work effectively in a team environment


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