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Job description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Network and meet people to set personal planning meetings
Build relationships and understand goals of prospective clients
Build solutions using investments, financial planning and insurance
Review and update several times annually
Qualifications
The desire to help others
Create life changing wealth for yourself while helping others accomplish their goals
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.