What are the responsibilities and job description for the Investment Strategy Advisor position at Wealth Strategies?
Job Description
As a Financial Representative, you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. You will have the ability to make an impact in your community, develop and grow your practice, and build relationships with clients that will last for years.
- Work with clients to understand their goals, concerns, and current financial information.
- Work with clients to keep their financial strategies current and aligned with their goals.
