Financial Advisor / Financial Sales
Date Posted [Oct-21-09] (ID: 97051)
Responsibilities:
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
Target prospective clients and market your unique value proposition in your community. Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
Target prospective clients and market your unique value proposition in your community. Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.
Provide personal client service and support.
Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.
To apply please send resume & cover letter to:
Shannon McKinnon smckinnon@wradvisors.com
Requirements:
Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.
Classic Advisor:
Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.
Choice Advisor:
Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.
Classic Advisor:
Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.
Choice Advisor:
Experienced Financial Services Professional: Financial Planning, Brokerage, Banking, Insurance, Wealth Management.
To apply please send resume & cover letter to:
Shannon McKinnon smckinnon@wradvisors.com
