What are the responsibilities and job description for the Wealth Management Professional position at RUNESTAD FINANCIAL SERVICES, LTD.?
We are seeking a talented and driven Wealth Management Professional to join our team at Runestad Financial Services, Ltd.. In this role, you will be responsible for providing comprehensive wealth management services to clients, including investment, insurance, and retirement planning.
The ideal candidate will have a strong background in finance, with experience in wealth management and client relationship building. Excellent communication and interpersonal skills are essential for this role.
Responsibilities:
- Provide comprehensive wealth management services to clients
- Develop and implement customized financial plans
- Assist clients with annuities, life, and long-term care needs
- Build and maintain strong client relationships
Requirements:
- College degree preferred
- 5 years of experience in financial services with a focus on wealth management
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, and interpersonal skills
- Excellent communication skills; both verbal and written
