Financial Services Professional

2 days ago


Reston, Virginia, United States Shoemaker Financial Full time

At Shoemaker Financial, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a crucial role in helping clients achieve their financial goals. Your responsibilities will include assessing clients' needs, developing customized strategies, and implementing recommendations to help them succeed.

Key Responsibilities

  • Conduct thorough financial assessments to identify clients' needs and goals
  • Develop and implement comprehensive financial plans to help clients achieve their objectives
  • Provide ongoing support and guidance to clients to ensure they stay on track
  • Collaborate with other professionals to provide a holistic approach to financial planning

Requirements

To be successful in this role, you'll need a strong background in finance, excellent communication skills, and the ability to work independently and as part of a team. You'll also need to be able to obtain the necessary licenses and registrations to offer life insurance, health insurance, securities, and investments.

About Us

Shoemaker Financial is a comprehensive financial services firm dedicated to helping clients achieve their financial goals. We offer a supportive and collaborative work environment, as well as opportunities for professional growth and development. If you're passionate about helping others and have a strong background in finance, we encourage you to apply for this exciting opportunity.



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