search
Home > Mobile jobs > Mobile sales & marketing

Posted: Tuesday, September 5, 2017 9:36 AM

Job Description:/h3:
WHO WE ARE:
We (Financial Independence Group) are on of nations largest Finance and Insurance Marketing Organizations (FMO and IMO) supplying products and services to financial professionals in 49 states. For over 40 years we have taken our family:based culture to our advisors emphasizing a customer:first approach to deliver unmatched results.
WHAT YOU WILL LEAD:
One of our Financial Planning Practices is in search of a Jr. Advisor in the Mobile, AL area. The Jr. Advisor will learn under and partner with the firm President.
As part of the advisory and planning team, you will support the development and delivery (by our Financial Advisor) of customized financial solutions to our investment clients.
YOUR RESPONSIBILITIES:
:Prepare plan packages for our Advisors to share with our clients on investment strategies and other financial decisions
:Aid in the assessment of clients assets, liabilities and overall financial conditions
:Prepare and Lead presentations that recommend various financial products
:Review and communicate portfolio performances to clients
:Network and build relationships with new and existing client base
:Deliver education curriculum to prospective clients
x200B;DO YOU HAVE WHAT IT TAKES:
:Previous experience in banking, financing, or other related fields
:Familiarity with investment products and services
:Ability to build rapport with clients
:Strong analytical and critical thinking skills
:Excellent written and verbal communication skills
:Possess:
:FINRA 65
:State Life and Health Producer

Source: https://www.tiptopjob.com/jobs/70821033_job.asp?source=backpage


• Location: Mobile

• Post ID: 23394343 mobile
mobile.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com