What are the responsibilities and job description for the Growing Your Career in Finance position at Advisor Employee Services?
Job Description
Key Responsibilities:
- Prepare customized financial plans and present them to clients
- Assist clients with annuities, life insurance, long-term care, and managed money
- Provide financial planning advice on investments, insurance, and retirement
- Develop and manage strong client relationships
- Support the main Advisor in meeting individual and team goals
Working Hours:
- 8:30am-4:30pm (Monday to Friday)
- Some evenings required for client events