What are the responsibilities and job description for the Personal Financial Planner - Associate Financial Advisor position at Action Financial Strategies LLC?
We are seeking a financial advisor or associate financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, as well as strong communication and relationship skills.
Key Outcomes: Identify sales opportunities through client review and analysis. Gather appropriate client information to assist in building a tailored financial plan through pre and post-meeting outreach. Provide service and answer client questions to achieve satisfaction, which contributes to the growth of our book of business.