Financial Advisor

Company: Strauss Financial Group Inc.
Location: Birmingham
Posted on: January 16, 2022

Job Description:

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Business Development
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Currently holds active License
- Strong understanding of the investment business
- Excellent interpersonal skillsby Jobble

Keywords: Strauss Financial Group Inc., Birmingham , Financial Advisor, Accounting, Auditing , Birmingham, Alabama

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