What are the responsibilities and job description for the Financial Advisor position at rekroot?
As a Financial advisor, you’ll :
- Provide personal, actionable and achievable advice and connect clients to insurance, investment, banking and generosity programs.
- Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
- Make client appointments by leveraging your network and firm’s reputation, delivering award-winning financial workshops and marketing your practice.
- Have the flexibility to control your schedule, allowing for work-life balance.
- Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.
Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Financial advisor if you’re :
Requirements
Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy :
