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Entry Level Financial Advisor

Company

Adame Family Legacy
Address Caldwell, ID, United States
Employment type FULL_TIME
Salary
Expires 2023-08-22
Posted at 10 months ago
Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications

  • Bilingual preferred but not required
  • Excellent interpersonal skills
  • Must be 18 years+
  • Must be a United State citizen
  • Life Producer/Securities licenses preferred but not required