Team Based Financial Advisor - Perryville, MO
No visa sponsorshipCitizens only
Core
Provide expert financial advice, including investments, insurance, and banking, to help clients build, grow, and protect their financial well-being.
Role type
Independent Financial Advisor
Builds
Personal financial practices serving individual clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales, networking, coaching, self-discipline
Preferred skills
Ministry or community service background, sales experience, business management experience
Responsibilities
Build a financial practice, provide actionable financial advice, develop long-term client relationships, make client appointments, deliver financial workshops
Seniority
Individual Contributor, Independent Contractor