Found Description
Responsibilities
- Advise clients on trust account investments.
- Identify clients’ financial goals and objectives.
- Analyze clients’ financial records.
- Develop comprehensive financial plans.
- Make recommendations on cash management, insurance coverage, investment planning, retirement and estate planning.
- Arrange the sale of financial products and investments.
Qualifications
- Bachelor’s degree in business administration, management, or a related field (equivalent experience acceptable).
- 1 to less than 7 months of relevant experience in the financial services industry.
- Proficiency with MS Office.
- Strong analytical, interpersonal, and communication skills.
- Ability to work efficiently in a fast‑paced, deadline‑driven environment.
- Dependable, organized, and detail oriented.
Benefits
- Competitive bonus and commission structure.