Senior Financial Adviser
4 weeks ago
Financial Adviser Role at Financial Divisions
- Oversee a portfolio of clients while expanding your business network
- Provide expert financial guidance on retirement plans, investment strategies, tax optimization, and more
- Focus on high-net-worth clients, including business owners and finance professionals
- Flexible work arrangements with opportunities for remote work
Join Financial Divisions, a growing financial services firm that is enhancing its team. With a dedicated group of advisers and a robust support system, the firm manages significant assets and caters to clients in various regions. They are on the lookout for a proactive and skilled Financial Adviser to handle client cases, benefit from lead generation, and receive marketing assistance to broaden their clientele.
The successful candidate will possess a minimum of 2 years of relevant experience, demonstrate initiative in networking, and be capable of working autonomously. You will collaborate with a range of professionals to enhance your client portfolio and should be situated within a reasonable commuting distance. The firm offers a competitive compensation package, benefits, vacation time, and support for achieving Chartered status. A strong cultural fit and a positive mindset are essential.
If you aspire to be part of a collaborative team that prioritizes professional growth and development, this opportunity is well-suited for you.
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Financial Planner
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Financial Planner
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