Financial Advisor – Athletic Background

Role Overview

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve financial protection and planning goals
• Design and implement tailored strategies for clients' assets and income
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals and community involvement

Requirements

• Bachelor's degree in finance, business, or a related discipline
• Excellent interpersonal and communication abilities
• Strong analytical skills
• Capability to build lasting client relationships
• Candidates from business development-oriented organizations are welcome

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance