Financial Solutions Advisor Registration Candidate-Constant Friendship Financial Center - Abingdon

Only for registered members Abingdon, United States

2 days ago

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Job summary

This job provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Responsibilities

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products,
  • Recommends banking and investments strategies that align with client financial goals and needs,
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele

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