Financial Adviser

financial planning

The Financial Adviser position will work with clients and families to access their financial position and needs. The adviser will then work with clients to build a financial road map and assist clients in obtaining the products and services need to reach their financial goals.

 

Job Description –

– Recommend solutions to your clients for their investment needs.

– Collaborate with others in developing presentations to be delivered in group or one-on-one settings.

– Maintain communication and relationships with clients to ensure that they have the right products for their current needs.

– Create referral opportunities and build a referral-based practice.

– Determine the course for your career in terms of financial objectives.

 

Qualifications –

– Strong communication and marketing skills with the ability to work with clients in one-on-one or group settings.

– The ability to plan your day and achieve goals.

– An interest in developing financial strategies and a genuine concern for the welfare of others.

– An entrepreneurial work ethic and the desire to achieve financial success.

– Bachelor’s degree or equivalent work experience.

 

To Apply –

– Send Resume and Cover Letter to info@heritagefundrealty.com

– Any questions about the position can be directed to:

Kevin Benson, VP of Insurance Services
kbenson@heritagefundrealty.com

 

Other Job Opportunities at Heritage Fund Realty and Investments –

Insurance Sales Associate

Real Estate Agent

Mortgage Originator

Part Time Insurance Sales Associate