Financial Advisor

Financial Planner Recruiting, LLC
Edgewood, KY
Category Finance
Job Description
Our client is a financial planning firm seeking a Financial Advisor to join their team in Edgewood, KY. The Financial Advisor will be responsible for attracting and deepening relationships with clients, providing advice, and delivering a unique client experience.

Requirements

  • Conduct client meetings to present financial plans and recommendations
  • Identify strategies within current plans
  • Review upcoming meetings to perform case analysis and research

Benefits

  • Benefits package
  • Base plus bonus
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