Mortgage Investment Strategist - East Hampton - beBeeFinancialSolutions

    beBeeFinancialSolutions
    beBeeFinancialSolutions East Hampton

    2 weeks ago

    $80,000 - $100,000 (USD) per year

    Job title: Financial Solutions Advisor

    Description

    Job Overview

    We are seeking a skilled professional to join our team as a Financial Solutions Advisor. In this role, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

    Your primary focus will be on triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. You will also apply and expand your knowledge by completing required licenses and trainings.


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