What are the responsibilities and job description for the Retirement Planning Expert position at Invita Financial?
Job Description
We are seeking a highly motivated Financial Advisor to join our team. As a key member of our advisory team, you will be responsible for meeting with clients, building financial plans, and closing business without the need for prospecting.
Responsibilities
- Build strong relationships with clients and understand their financial goals and objectives.
- Develop and implement comprehensive financial plans that address clients' needs and concerns.
- Present and recommend financial solutions and products that meet clients' needs.
- Educate clients on financial concepts and strategies to help them achieve their goals.
