What are the responsibilities and job description for the Financial Advisor position at Disability Solutions?
Position Overview :
We are seeking a motivated and client-focused Financial Advisor to join our team and play a critical role in maintaining and growing client relationships. In this role, you will work closely with senior advisors to transition a book of business, ensuring continuity of service and personalized care for clients. This is an excellent opportunity to enhance your financial advisory expertise while building long-term relationships with established clients.
Key Responsibilities :
- Client Transition & Relationship Management
- Financial Planning Support
- Ongoing Client Engagement
- Collaboration with Senior Advisors
- Business Development
- Regulatory & Compliance Adherence
Qualifications :
This is a dynamic opportunity for a financial advisor looking to contribute to a growing client base, develop their skills, and make a meaningful impact. If you’re passionate about guiding clients toward their financial goals, we encourage you to apply.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
