What are the responsibilities and job description for the Investment Planning Specialist position at RUNESTAD FINANCIAL SERVICES, LTD.?
RUNESTAD FINANCIAL SERVICES, LTD. is looking for a skilled Investment Retirement Planning professional to expand our team.
The selected candidate will work closely with our main advisor to meet with new clients from seminars and referrals, as well as servicing existing accounts. Initial duties will include working alongside our main advisor, client relationship building, and participation in public seminars.
- Presenting financial plans and providing expert advice
- Maintaining existing client relationships
- Identifying new business opportunities through outreach and marketing efforts
We are seeking a results-driven individual with a proven track record in financial services. The ideal candidate will possess excellent communication and presentation skills, as well as the ability to work independently and collaboratively as part of a team.
