Financial Services Professional Position Available In Gaston, North Carolina

Financial Services Professional Jaja Financial Group High Shoals, NC 28077 Overview We are seeking a dedicated Financial Professional to join our team. The ideal candidate will have a strong background in financial planning, sales, and wealth management. This position offers an exciting opportunity to work in a dynamic and challenging environment. Responsibilities

• Provide financial advice and guidance to clients
• Develop personalized financial plans based on clients’ goals and risk tolerance
• Assist clients with investment decisions and asset management
• Offer expertise in tax planning and securities law
• Manage customer relationships effectively to ensure client satisfaction
• Handle cash management and financial services for clients
• Maintain accurate records of client accounts Skills
• Proficiency in financial planning and sales techniques
• Knowledge of tax regulations and securities law
• Experience in wealth management and asset management
• Strong customer relationship management skills
• Ability to handle cash management efficiently
• Familiarity with various financial services and products

Job Types:

Full-time, Part-time, Contract Pay:

$54,010.00

• $62,193.

00 per year

Benefits:

Flexible schedule

Compensation Package:

Commission pay

Work Location:

In person