What are the responsibilities and job description for the Chief Investment Strategist position at Lend A Hand Financial?
About Lend A Hand Financial
Our firm is dedicated to providing top-notch financial services to families seeking investment goals. As a leading RIA firm in Broward County, we strive for excellence in delivering prequalified leads to support the growth of your business.
About the Role
We are seeking highly motivated Financial Advisors who can excel in a fast-paced work environment to join our team. This role is ideal for securities licensed professionals looking for a long-term career in the financial services industry.
Responsibilities:
• Must have series 6/63 and life insurance license
• Three years' experience in financial advisory
• Develop strong client relationships
• Provide regular follow-ups and account reviews
• Maintain compliance with FINRA guidelines
• Educate clients on financial planning strategies
• Convert inbound leads into clients
• Recommend Life Insurance, Mutual Funds, Annuities based on client needs
Our firm is dedicated to providing top-notch financial services to families seeking investment goals. As a leading RIA firm in Broward County, we strive for excellence in delivering prequalified leads to support the growth of your business.
About the Role
We are seeking highly motivated Financial Advisors who can excel in a fast-paced work environment to join our team. This role is ideal for securities licensed professionals looking for a long-term career in the financial services industry.
Responsibilities:
• Must have series 6/63 and life insurance license
• Three years' experience in financial advisory
• Develop strong client relationships
• Provide regular follow-ups and account reviews
• Maintain compliance with FINRA guidelines
• Educate clients on financial planning strategies
• Convert inbound leads into clients
• Recommend Life Insurance, Mutual Funds, Annuities based on client needs
