What are the responsibilities and job description for the Financial Planner, Investment Retirement Planning position at RUNESTAD FINANCIAL SERVICES, LTD.?
Financial Advisor
We are seeking a skilled Financial Advisor to join our growing team at Runestad Financial Services. If you thrive in a fast-paced environment, enjoy building long-term relationships with clients, and providing exceptional customer service, we want to hear from you.
The ideal candidate will have:
- 3 years of experience in financial services, with a focus on sales
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
- Experience with Redtail/CRM is preferred but not required
Responsibilities will include:
- Developing customized financial plans for clients
- Providing expert advice on investments, insurance, and retirement planning
- Maintaining existing client relationships and cultivating new ones through proactive outreach and public seminars
Requirements:
A strong passion for delivering exceptional client experiences, combined with excellent communication and interpersonal skills, will be essential for success in this role. We encourage motivated and ambitious professionals to apply.
