Florida Financial & Insurance Agency Inc. Proud Partner with National Life Group · 4 days ago
Financial Professional
Boca Raton, FL
Full-time
Hybrid
New Grad, Entry LevelFlorida Financial & Insurance Agency Inc. is a proud partner with National Life Group, dedicated to helping people through transparency and integrity. The Financial Professional will provide clients with sound financial advice, develop customized financial plans, manage portfolios, and maintain long-term client relationships.
Financial Services
Hiring Manager
Ignacio Gonzalez
Responsibilities
Providing clients with sound financial advice
Developing customized financial plans
Managing portfolios
Maintaining long-term client relationships
Conducting financial assessments
Staying current with financial market trends
Recommending investment strategies that align with clients' goals
Qualification
Required
Financial planning, financial assessment, and portfolio management skills
Ability to develop customized financial plans and provide sound financial advice
Understanding of financial market trends and investment strategies
Excellent interpersonal and communication skills
Strong analytical and problem-solving abilities
Experience with financial software and tools
Bachelor's degree in Finance, Economics, Business, or a related field
Preferred
Relevant certifications such as CFP or CFA are a plus
Company
Florida Financial & Insurance Agency Inc. Proud Partner with National Life Group
Empowering lives through personalized financial solutions. Your goals, our expertise - your ideal tomorrow is within reach.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase