Entry-Level Financial Advisor - Roseville, CA
2 weeks ago
Job summary
We are looking for individuals who want to make a meaningful and lasting impact on the financial well-being of individuals, families, and small businesses. This is a career opportunity for self-motivated professionals who value purpose, growth, and the ability to build long-term client relationships while helping people navigate important financial decisions such as retirement planning, education funding, and wealth management.Responsibilities
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
- Implement social media and other marketing tools to identify seek and generate prospects with whom you can foster strong long-term relationships as a reliable financial service professional
- Provide financial recommendations to clients for savings plans life insurance policies mutual fund investments and other financial products
Job description
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