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Financial Services Professional
Location:
Cary, NC
Description:
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a entrepreneur-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Financial Services Professional candidate has a passion for developing long-term relationships and an interest in financial data, financial planning, business administration, client relationship and acquisition, and much more. If you have great communication skills and an eye for detail, apply today! Responsibilities: --- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management --- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor --- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations --- Serve as a collaborative team player willing to further development through continued training opportunities --- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Qualifications: --- A Bachelor's degree in finance, business administration, or alternate related analytical field is required --- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients --- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed --- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary --- Valid FINRA Series 7 & 63/66 preferred but not required --- Valid Life and Health Insurance Licenses About Company: Are you looking for an opportunity to impact your community, help build a legacy for yourself and your clients, and find the independence and flexibility you seek without being alone? As a Financial Professional supported by The Pelora Group, you'll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business.
Company:
The Pelora Group
Posted:
May 16 on TopUSAJobs
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More About this Listing: Financial Services Professional
Financial Services Professional is a Accounting & Finance Financial Services Professi Job at The Pelora Group located in Cary NC. Find other listings like Financial Services Professional by searching Oodle for Accounting & Finance Financial Services Professi Jobs.
Financial Services Professional is a Accounting & Finance Financial Services Professi Job at The Pelora Group located in Cary NC. Find other listings like Financial Services Professional by searching Oodle for Accounting & Finance Financial Services Professi Jobs.