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Financial Strategist
at Greenleaf Financial Services in United States Of America
We are looking to add individuals to our firm in the of Pecuniary Management department. Our firm works with globally recognized companies and we’re expanding rapidly throughout North America. We are looking to partner with qualified individuals who can stand behind our purposeful mission of “No family or business left behind”. We are founded upon innovation, strength in leadership, and equipping our associates to have a successful career within the industry. We offer a mentorship; therefore, NO prior experience is required. Part-time or Full-time capacity.
Solely commission-based
Responsibilities Include:
• Manage the planning operations which include gathering data from clients and assistance with case analysis.
• Adhering to policy standards and safeguarding customer's information.
• Work with the principals, associate consultants, and/or account service assistants to execute the operational aspects for clients.
• Maintain appropriate certifications and license(s) as required by the firm.
• Prepare all reports needed for client meetings.
• Apply broad knowledge of products, services, and strategies to provide proactive comprehensive advice.
• Manage a portfolio of cliental.
• Serve as primary pecuniary strategist providing individualized solutions to preserve, educate, teach, and coach clients on the many different products and services appropriate and available for them.
• Be a leader and help develop and train other leaders in the field.
Position Summary:
- Work from home opportunity via ZOOM video conferencing.
- No cold calling
- No experience necessary, will mentor with our comprehensive training program
- Flexible schedule (full time or part-time)
- Create residual, passive, trail, 1099, and recurring income
- Build your own team, and agency
- Help families/business owners build wealth
- Leadership & growth opportunities
Please forward your resume and contact information with your application.
Appointments for interviews for qualified applicants will be set up via ZOOM.
Melissa Moran, CEO
Reference : Financial Strategist jobs
Reference : Financial Strategist jobs
Published at 19-03-2022
Viewed: 252 times
Viewed: 252 times