Financial Solutions Advisor - Annapolis

Only for registered members Annapolis, United States

1 month ago

Default job background
Full time $70,000 - $80,000 (USD)

Job summary

This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Employees will build strong relationships, communicate effectively, and manage goals in a fast-paced environment.

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.

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