What are the responsibilities and job description for the Wealth Management Advisor position at Estate & Financial Strategies, Inc?
About the Position
This is a challenging and rewarding role for a skilled Financial Advisor looking to make a meaningful impact at Estate & Financial Strategies, Inc.
Key Responsibilities
- Provide personalized financial guidance and investment advice to clients.
- Develop and implement customized financial plans to achieve clients' goals.
- Stay up-to-date with market trends and regulatory changes to provide the best possible advice.
Requirements
- ChFC or CFP certification and relevant securities and insurance licenses.
- Minimum 3 years of experience in financial planning, wealth management, or a related field.
- Strong analytical and problem-solving skills.
