Company: Strategic Planning and Insurance Advisors, LLC
Location: North Wales
Posted on: January 9, 2018
Job DescriptionWe are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client baseQualifications:
- 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 skillsCompany DescriptionWe are a full service financial planning and insurance agency. Offering a wide array of products, solutions and services for our clients. Agency owners have a combined 39 years of industry experience.
Keywords: Strategic Planning and Insurance Advisors, LLC, Philadelphia, Financial Advisor, Accounting, Auditing, North Wales, Pennsylvania
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