What are the responsibilities and job description for the Career Advancement in Financial Services position at RUNESTAD FINANCIAL SERVICES, LTD.?
Financial Planning Expertise
As a Financial Advisor at Runestad Financial Services, you will have the opportunity to develop and implement customized financial plans for our clients. This includes providing expert advice on investment, insurance, and retirement, as well as identifying and addressing our clients' financial needs and goals.
Client Relationship Building
Building strong relationships with clients is essential to our success. As a Financial Advisor, you will work closely with our team to develop and maintain these relationships, ensuring that our clients receive exceptional service and support.
Public Seminars and Marketing
You will also participate in public seminars to promote our services and work with our team to identify and pursue new business opportunities. This includes marketing our services to local clients and developing effective strategies to attract new clients to our practice.
Requirements
To succeed in this role, you should have at least 3 years of experience in financial services, with a focus on sales. You should be proficient in MS Office Suite and have experience with Redtail/CRM software. Additionally, you should be able to market effectively to local clients and provide exceptional customer service.
Career Advancement
As a Financial Advisor at Runestad Financial Services, you can expect to grow your career in a dynamic and supportive environment. You will have opportunities to develop your skills, build strong relationships with clients, and contribute to the success of our team.
As a Financial Advisor at Runestad Financial Services, you will have the opportunity to develop and implement customized financial plans for our clients. This includes providing expert advice on investment, insurance, and retirement, as well as identifying and addressing our clients' financial needs and goals.
Client Relationship Building
Building strong relationships with clients is essential to our success. As a Financial Advisor, you will work closely with our team to develop and maintain these relationships, ensuring that our clients receive exceptional service and support.
Public Seminars and Marketing
You will also participate in public seminars to promote our services and work with our team to identify and pursue new business opportunities. This includes marketing our services to local clients and developing effective strategies to attract new clients to our practice.
Requirements
To succeed in this role, you should have at least 3 years of experience in financial services, with a focus on sales. You should be proficient in MS Office Suite and have experience with Redtail/CRM software. Additionally, you should be able to market effectively to local clients and provide exceptional customer service.
Career Advancement
As a Financial Advisor at Runestad Financial Services, you can expect to grow your career in a dynamic and supportive environment. You will have opportunities to develop your skills, build strong relationships with clients, and contribute to the success of our team.
