What are the responsibilities and job description for the Financial Advisor/Wealth Management/Insurance Agent position at RBM Wealth Management Group?
Financial Advisor/Wealth Management
Are you interested in helping others plan for a secure retirement and protect their families? Consider a rewarding career as a financial professional with RBM Wealth Management Group. People seek your advice on their financial journeys and look for confidence in your expertise. The need to feel safe and secure drives us to succeed. As a financial professional, you will help individuals make informed decisions, ensuring a bright financial future for their families.
Join us to make a positive impact on the lives of others! Become a financial professional at RBM Wealth Management Group, located in Newnan, GA. People need your guidance for retirement planning and family protection. You will help them navigate their financial choices and build a better future. Be part of our mission to offer security and reassurance!
As a financial advisor, your responsibilities will include:
· Expanding your client base by establishing new connections, maintaining a robust referral network, and delivering an excellent client experience
· Creating personalized, comprehensive financial plans that are tailored to each client's unique needs
· Managing your clients' financial plans to help them achieve their goals
· Building and nurturing relationships with clients to support them through every stage of life
Characteristics of a Successful Financial Advisor:
· Strong communication skills and ability to take initiative
· A passion for learning and embracing challenges, along with a determination to succeed
· Proficient in building and maintaining long-term relationships
· Adaptable in seeking the right solutions for clients based on new information
· Comfortable with critical thinking
· Enthusiastic about exploring new opportunities
Candidate Qualifications:
· Experience in financial services is not required
· State insurance licenses preferred
· Additional professional designations such as CFP® (Certified Financial Planner) preferred
Copy and paste the link below to upload your resume.
https://rbmwealthmanagement.com/career-opportunities