Financial Advisor jobs in United States
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Strategic Wealth Specialists · 1 day ago

Financial Advisor

positionTallahassee, FL
timeFull-time
remoteOnsite
seniorityEntry, Mid Level

Strategic Wealth Specialists is focused on providing financial products and services to individuals and businesses in the community. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop strategies to help them build wealth and protect their assets.

Financial Services

Responsibilities

Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years

Qualification

Financial analysisRelationship managementClient strategy developmentEntrepreneurial mindsetPassion for helping othersSelf-motivationIntegrityWork ethic

Required

A self-motivated individual with a dynamic, confident personality
A strong work ethic
High integrity
A passion for succeeding
Desire to help others achieve their goals and dreams through cultivating long-term relationships
Ambitious, entrepreneurial, and looking for career growth and development

Company

Strategic Wealth Specialists

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Strategic Wealth Specialists is a financial firm.
dateFounded in 2012
location
Mobile, Alabama, USA
people-size11-50 employees
web-link
http://www.strategicwealthspecialists.com/

Funding

Current Stage
Early Stage

Leadership Team

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Kelly Woody
Chief Operating Officer SWS, Director of Finance Strategic Wealth Network
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Company data provided by crunchbase