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Financial Services Specialist
2 weeks ago
Are you driven to excel in a dynamic environment and foster long-term relationships with clients? At Strategy Financial Group, we are seeking a Financial Advisor to join our successful team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop customized financial plans, and provide expert advice on investment, insurance, and retirement options.
The ideal candidate will possess strong initiative, a positive attitude, and excellent communication skills. A college degree and 3+ years of experience in financial services are preferred. The selected candidate will be responsible for preparing and presenting customized financial plans, assisting clients with annuities, life, and long-term care, and developing strong client relationships.
We offer a comprehensive benefits package, including health insurance, 401(k), and PTO. If you are self-motivated, customer-focused, and enjoy working in a fast-paced environment, please consider this opportunity.
