Financial Advisor - Fort Lauderdale

Only for registered members Fort Lauderdale, United States

3 weeks ago

Default job background
$50,000 - $100,000 (USD)

Job summary

Create your own financial success by helping clients enjoy their own.


Responsibilities

  • IDentify and set appointments with potential clients
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  • Meet with clients to assess their financial needs
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  • Develop customized financial plans to address each of the clients desired goals
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  • Maintain strong relationship with clients, helping them track their progress over time
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