Financial Advisor
2 weeks ago
Mosaic Retirement Planning, LLC is a comprehensive financial services firm dedicated to providing personalized retirement planning and investment advisory services to individuals and families. Our mission is to empower our clients to achieve their financial goals and secure their financial futures.
Job SummaryWe are seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional client service, building and maintaining relationships with clients, and delivering customized financial planning and investment solutions. If you are a self-motivated and goal-oriented individual with a passion for helping others achieve their financial goals, we encourage you to apply.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, including investment, retirement, and estate planning strategies.
- Build and maintain strong relationships with clients, providing exceptional service and support to meet their financial needs.
- Stay up-to-date on industry trends and developments, ensuring that clients receive the most current and effective financial planning and investment advice.
- Collaborate with other team members to achieve business objectives and drive growth.
- Participate in ongoing professional development and training to enhance skills and knowledge.
- College degree or equivalent required.
- Three years of sales, marketing, and/or business development experience.
- Two years of financial services sales experience.
- Strong understanding of basic investing principles and a willingness to obtain additional licenses and certifications.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
- A competitive salary and bonus structure.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- Access to ongoing training and education.
- A comprehensive benefits package.
If you are a motivated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply. Please submit your resume and cover letter to info@mosaicretirementplanning.com. We look forward to hearing from you
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