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Financial Planner
Job
Personnel Resources
Dothan, AL (In Person)
Full-Time
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Job Description
Job DescriptionJob DescriptionWe are seeking to add to the team a "Financial Advisor" for established financial planning company in Dothan, Al. Prior experience as a financial advisor is not required, but a Bachelor's degree with experience in banking, finance, or insurance is strongly preferred. As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position.
This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule. Base salary plus bonus opportunity based off productivity.
Duties Assess clients' financial needs and develop tailored financial plans to help them achieve their goals. Provide guidance on investment strategies, asset management, and portfolio management. Build and maintain strong customer relationships through effective communication and follow-up. Skills Bachelor's degree in Business, Finance, Accounting, or related field required. Previous banking, finance or insurance background preferred. Proficiency in financial sales techniques and customer relationship management. Personnel Resources is an equal opportunity employer.
This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule. Base salary plus bonus opportunity based off productivity.
Duties Assess clients' financial needs and develop tailored financial plans to help them achieve their goals. Provide guidance on investment strategies, asset management, and portfolio management. Build and maintain strong customer relationships through effective communication and follow-up. Skills Bachelor's degree in Business, Finance, Accounting, or related field required. Previous banking, finance or insurance background preferred. Proficiency in financial sales techniques and customer relationship management. Personnel Resources is an equal opportunity employer.