What are the responsibilities and job description for the Senior Financial Advisor position at RUNESTAD FINANCIAL SERVICES, LTD.?
Are you looking to advance your career in finance? We are seeking an experienced Senior Financial Advisor to join our team at Runestad Financial Services, Ltd.. In this role, you will be responsible for meeting with clients, developing customized financial plans, and implementing investment and insurance strategies.
The successful candidate will have a proven track record of success in financial services, with a strong understanding of investments, insurance, and retirement planning. Excellent communication and interpersonal skills are essential for this role.
Responsibilities:
- Meet with clients to understand their financial goals and objectives
- Develop and implement customized financial plans
- Provide guidance on investment, insurance, and retirement strategies
- Build and maintain strong client relationships
Requirements:
- College degree preferred
- 5 years of experience in financial services with a focus on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, and interpersonal skills
- Excellent communication skills; both verbal and written
