Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Bachelor's Degree is strongly preferred or military equivalent
Previous experience in financial services, insurance or business development is beneficial but not required
Strong interpersonal and communication skills
Analytical thinking
The ability to build trust and rapport with clients
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Financial Advisor

Key skills