What are the responsibilities and job description for the Wealth Management Specialist position at Northeast Financial Network?
About Our Opportunity
We are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will work closely with clients to understand their financial goals, concerns, and current financial situation.
Job Summary:
- Develop and maintain a network of clients
- Provide personalized financial guidance and recommendations
- Analyze client data to identify areas for improvement
- Work collaboratively with clients to achieve their financial objectives
Compensation and Benefits:
- A competitive salary and benefits package
- Ongoing training and development opportunities
- The tools and technology needed to excel in this role
- A collaborative and supportive work environment
Requirements:
- Must be a US citizen or permanent resident
- A four-year college degree
- Obtain appropriate licensing company-sponsored
