What are the responsibilities and job description for the Investment Advisor Opportunity position at RUNESTAD FINANCIAL SERVICES, LTD.?
About Us
Runestad Financial Services is a reputable and expanding business model that represents the top 1% of financial advisors in all 50 states. We are not a staffing firm but a consulting firm that helps established financial advisors find the exact personnel needs of their businesses.
Our Mission
Our mission is to provide exceptional financial planning advice and services to our clients, helping them achieve their financial goals. We strive to build long-term relationships based on trust, expertise, and personalized service.
Job Responsibilities
As a Financial Advisor at Runestad Financial Services, your key responsibilities will include developing and implementing customized financial plans, providing expert advice on investment, insurance, and retirement, and building strong relationships with clients. You will also participate in public seminars to promote our services and work closely with our team to achieve our business objectives.
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 Opportunities
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.
Runestad Financial Services is a reputable and expanding business model that represents the top 1% of financial advisors in all 50 states. We are not a staffing firm but a consulting firm that helps established financial advisors find the exact personnel needs of their businesses.
Our Mission
Our mission is to provide exceptional financial planning advice and services to our clients, helping them achieve their financial goals. We strive to build long-term relationships based on trust, expertise, and personalized service.
Job Responsibilities
As a Financial Advisor at Runestad Financial Services, your key responsibilities will include developing and implementing customized financial plans, providing expert advice on investment, insurance, and retirement, and building strong relationships with clients. You will also participate in public seminars to promote our services and work closely with our team to achieve our business objectives.
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 Opportunities
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.
