Financial Advisor

Financial Advisor

Job Description:
* Market research
* Market analysis
* Recruit and solicit clients
* Assess client's needs and goals
* Recommend strategies
* Execute strategies
* Monitor accounts
* Identify new opportunities
* Follow Securities and Exchange Commission and Insurance Commission regulations

Requirements:

* Bachelor's degree in business, finance or a related field
* 1-2 years of sales experience is a plus
* TRAD and VUL License is a plus
* Knowledge of mutual funds, securities, and insurance industries
* Proficient in Outlook, Word, Excel, and PowerPoint is a plus.