Experior Financial Group ยท 14 hours ago
Financial Services Professional
West Palm Beach, FL
Full-time
Onsite
New Grad, Entry LevelExperior Financial Group Inc. is a 100% Canadian-owned and operated financial services company with over 30 years of industry expertise. They are seeking a Financial Services Professional to assist clients with financial planning, retirement planning, and a range of financial services to meet their insurance and investment needs.
Financial ServicesInsuranceLife Insurance
Responsibilities
Assisting clients with financial planning
Retirement planning
Analyzing clients' financial goals
Providing tailored strategies
Maintaining strong relationships
Communicating effectively to support client satisfaction and success
Collaboration with a team
Delivering excellent service
Qualification
Required
Experience in Financial Planning and offering tailored financial strategies to clients
Strong background in Finance and expertise in Financial Services
Knowledge of Retirement Planning to assist clients in achieving their long-term financial goals
Exceptional Communication skills and the ability to build lasting relationships with clients
Strong organizational and analytical skills with attention to detail
Ability to work collaboratively in an on-site team-focused environment
Preferred
Relevant certifications or licenses in financial services are considered an asset
Company
Experior Financial Group
Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Debra F. Davis
CEO of Rise Ujamaa Inc.
Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
Recent News
EIN Presswire
2025-10-09
Company data provided by crunchbase