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Financial Advisor

Company: Strategic Planning and Insurance Advisors, LLC
Location: North Wales
Posted on: January 9, 2018

Job Description:

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 base​Qualifications:
    • 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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