Financial Planner
4 weeks ago
Are you a motivated and detail-oriented individual looking for a challenging role in financial planning and wealth management? We are seeking a Financial Advisor to join our team at MBE Wealth.
About the Role:As a Financial Advisor, you will be responsible for providing financial planning and investment support to our clients. Your primary role will be to assist current firm clients' financial planning and investment needs, while also developing your own clientele and marketing strategies to grow the firm's business.
Key Responsibilities:- Provide financial planning and investment support to clients
- Develop and implement financial plans and investment strategies
- Build and maintain relationships with clients
- Develop and execute marketing strategies to grow the firm's business
- Stay up-to-date with industry trends and developments
- Bachelor's degree in finance, business administration, or a related field
- Experience in a financial advisor or related position
- Series 66 or Series 65 licensure
- General computer skills in using Microsoft Office Suite and managing clients within a CRM
- Excellent communication and interpersonal skills
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Flexible scheduling and work-life balance
If you are a motivated and detail-oriented individual looking for a challenging role in financial planning and wealth management, please submit your resume and cover letter for consideration.
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