Financial Advisor with Series 65
Company: Safe Future Financial
Location: Novi
Posted on: May 7, 2022
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Job Description:
Job Description We are seeking a Financial Advisor With Series
65 to join our team You will deliver personalized investment
solutions to help clients work toward their long-term financial
goals. Responsibilities: Advise clients on investment strategies
and other financial decisions Assess clients' assets, liabilities
and overall financial conditions Prepare presentations that
recommend various financial products Review and communicate
portfolio performances to clients Network and build relationships
with new and existing client base --- Qualifications: Previous
experience in banking, financing, or other related fields
Familiarity with investment products and services Ability to build
rapport with clients Strong analytical and critical thinking skills
Excellent written and verbal communication skills Company
Description CEO Joe Uppleger, Host of Safe Money Radio. We work
with safe money options for retirement income to help people grow
their savings without the worry of loss when the stock market drops
and markets crash.
Keywords: Safe Future Financial, Novi , Financial Advisor with Series 65, Accounting, Auditing , Novi, Michigan
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