Personal Financial Advisor - Greenville

Only for registered members Greenville, United States

4 days ago

Default job background
$25.75 - $38.50 (USD)
+ Job summary: The Personal Financial Advisor (PFA) works from a centralized hub with clients in the Mass Affluent (MA) segment to attract and retain clients by addressing their wealth management needs. + Responsibilities: meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance; recommends personalized investment and insurance solutions to meet the client's objectives + Qualifications: broad knowledge of financial markets and market conditions; ability to inform and educate clients on these topics.
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