What are the responsibilities and job description for the Investment Planning Specialist position at RRC Solutions Group?
A trusted Financial Advisor/Financial Planner is needed to drive growth and success at RRC Solutions Group.
The ideal candidate will possess a minimum book of business and deliver tailored investment solutions to meet client needs.
- Key Responsibilities:
- Develop and implement comprehensive financial plans
- Build and maintain strong client relationships
- Ensure accurate and up-to-date financial information
Requirements:
- Bachelor's degree in Finance or related field
- 5 years' of industry experience
- Proven expertise in investment planning
- Exceptional communication skills
RRC Solutions Group values its advisors and provides a supportive environment for career advancement and professional growth.