What are the responsibilities and job description for the Financial Services Manager position at RUNESTAD FINANCIAL SERVICES, LTD.?
Our company, RUNESTAD FINANCIAL SERVICES, LTD., is seeking a highly motivated Financial Planner to join our team.
The ideal candidate will have 3 years of experience in financial services with an emphasis on sales. They will be responsible for meeting one-on-one with clients, servicing existing accounts, and making outbound calls to set appointments with prospects and existing clients.
- Developing long-term relationships with clients
- Preparing and presenting customized financial plans
- Providing financial planning advice on investments, insurance, and retirement
The successful candidate will have excellent communication and interpersonal skills, as well as the ability to market to local clients. Proficiency in MS Office Suite, particularly Outlook, Excel, Word, and PowerPoint, is also required. Experience with Redtail/CRM is preferred but not necessary.
