United Bridge Insurance and Financial Services · 10 hours ago
Financial Services Advisor
United States
Full-time
Remote
Mid LevelUnited Bridge Insurance Services is seeking a Financial Services Advisor for a full-time remote position. The role involves providing expert financial planning and advisory services, developing personalized strategies, and managing diversified investment portfolios to meet clients' financial goals.
Insurance
Hiring Manager
Steve Carrillo LUTCF, MBA
Responsibilities
Offering clients comprehensive financial planning and advisory services
Devising retirement strategies tailored to individual needs
Co-creating and actively managing diversified investment portfolios to optimize returns and align with clients' risk tolerance
Providing expert financial counsel by analyzing clients' financial situations thoroughly to develop personalized strategies
Fostering strong relationships with clients to understand their financial objectives and craft customized solutions that meet their goals
Evaluating market trends and financial data
Explaining complex concepts clearly to clients
Delivering high-caliber, ethical services
Qualification
Required
Proficiency in Financial Advisory Services
Strong expertise in Retirement Planning, including IRAs, 401(k)s, and annuities, with the ability to design retirement income strategies
Outstanding interpersonal and communication abilities essential for cultivating and maintaining long-term client relationships
Capacity to engage clients remotely through a consultative approach, utilizing digital communication tools effectively
Capability to provide clients with clear, jargon-free guidance on various financial services without exerting undue pressure, ensuring a transparent advising process
Professional presentation skills that are effectively communicated, including the ability to produce clear reports and presentations
Dependability in following up with clients regularly and honoring commitments to build trust
Sincerity and trustworthiness, demonstrated through ethical conduct and confidentiality
Company
United Bridge Insurance and Financial Services
Your Bridge To Insurance Freedom Everything from Healthcare and Retirement to E&O and General Liability from ONE TEAM! Did You Know You Do Not Have To Be The Fiduciary Of Your 401k?
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase