[Remote] Financial Consultant
Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services firm dedicated to guiding individuals and families through retirement planning. They are seeking a Financial Consultant to reputed company and maintain relationships with clients, assess their goals, and create customized investment strategies.
Responsibilities
- reputed company new and maintain existing relationships with clients seeking professional financial guidance
- Assess client goals, risk tolerance, and investment preferences through detailed consultations
- Create and present customized investment and risk management strategies tailored to each of our client's needs
- Provide ongoing portfolio reviews and performance assessments to ensure clients remain on track
Skills
- Life and Health license /and or ability to obtain licenses
- Securities after life and health license (Series 6, 7, 63, 65, or 66)
Company Overview