Licensed Retirement Planning Advisor

Lucia Capital Group; Las Vegas (NV); Sur place; USD 50 000 - 80 000; Plein temps

Résumé du poste

A financial services firm is seeking licensed financial advisors in Las Vegas. You will be the main contact for clients, developing relationships and providing personalized advice to achieve retirement goals. Ideal candidates will have Series 7, 65, or 66 licenses, along with financial services experience and strong customer service skills. Apply by sending your resume to [e-mail].

Qualifications

• Current licenses: Series 7, Series 65 or 66, and Life Insurance.
• Financial services/insurance experience required.
• Excellent customer service and communication skills essential.

Responsabilités

• Develop client relationships and deliver personalized advice.
• Build customized retirement plans for clients.
• Monitor client accounts on an ongoing basis.

Connaissances

Customer service skills

Attention to detail

Verbal and written communication

Outils

Microsoft Dynamics

Description du poste

A financial services firm is seeking licensed financial advisors in Las Vegas. You will be the main contact for clients, developing relationships and providing personalized advice to achieve retirement goals. Ideal candidates will have Series 7, 65, or 66 licenses, along with financial services experience and strong customer service skills. Apply by sending your resume to [e-mail].