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Financial Advisor

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Asset Protectors & Advisors

2021-12-03 07:32:06

Job location Raleigh, North Carolina, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Asset Protectors & Advisors is looking for financial planners in the Raleigh/Durham area of North Carolina. We have openings for experienced sales people who would like to enhance their planning skills with insurance, securities, and fee based services.

Responsibilities:
- analyze financial data obtained from clients
- determine strategies for meeting clients' financial objectives
- implement financial planning recommendations
- manage client portfolios
- develop and maintain client relationships

Requirements:
- Bachelor's degree in business, finance, or related field
- 5 years professional experience
- excellent communication skills
- sales skills
- ability to work independently
- NC insurance license required
- Series 6 or 7, Series 63, 65, or 66 is a plus

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