Financial Advisor
Company Name:
Rivera & Associates
Financial Advisor needed for a retirement firm in Bridgewater New Jersey.
Looking for someone with their Series 65 and Life License.
Essential Goal is to help clients accomplish financial objectives by assessing their financial situations, developing and presenting financial strategies and plans, monitor changes in financial status and life circumstances.
Job Duties:
Build and maintain client relationships, meet prospects at monthly workshops and client events, present seminars
Assess and contact current clients periodically to determine if there have been changes in their financial status.
Develop financial strategies by guiding clients to establish financial goals for their retirement future.
Obtain client's commitment by properly explaining proposed financial plans and options; advantages and disadvantages, strong communication skills are needed to provide explanations to any alleviating questions or concerns.
Compensation: Draw
Commission
Required
Experience:
Life Insurance: 1 year
Opportunity to grow!!Estimated Salary: $20 to $28 per hour based on qualifications.
Rivera & Associates
Financial Advisor needed for a retirement firm in Bridgewater New Jersey.
Looking for someone with their Series 65 and Life License.
Essential Goal is to help clients accomplish financial objectives by assessing their financial situations, developing and presenting financial strategies and plans, monitor changes in financial status and life circumstances.
Job Duties:
Build and maintain client relationships, meet prospects at monthly workshops and client events, present seminars
Assess and contact current clients periodically to determine if there have been changes in their financial status.
Develop financial strategies by guiding clients to establish financial goals for their retirement future.
Obtain client's commitment by properly explaining proposed financial plans and options; advantages and disadvantages, strong communication skills are needed to provide explanations to any alleviating questions or concerns.
Compensation: Draw
Commission
Required
Experience:
Life Insurance: 1 year
Opportunity to grow!!Estimated Salary: $20 to $28 per hour based on qualifications.
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