Financial Professional Associate

• Provide financial education and to current and prospective clients;
  meeting prospects at community functions; responding to inquiries;
  developing promotions; presenting financial planning seminars

• Assesses clients  financial situation by gathering information
  regarding investments, asset allocation, savings, tax planning,
  retirement planning, and estate planning; evaluating risk tolerance.


• Helping clients through insurance and other financial product sales and services to enable them meet their retirement and other financial goals.

• Assists families to develop sustainable financial strategies by guiding them to establish
  financial goals; matching goals to situation with appropriate financial
  plans.
   

•  Helping clients' monitor their financial situation by tracking changes in wealth
   and life circumstances; analyzing financial plan results; identifying
  and evaluating new financial strategies; recommending changes in goals
  and plans.
   

• Keeping up-top-date with the financial industry through ongoing knowledge and tracking financial markets, general economic conditions, and new financial products; participating in
  educational opportunities; reading professional and technical
  publications; maintaining personal networks; participating in
  professional organizations.
   

• Accomplishes organization goals by accepting ownership for
  accomplishing new and different requests; exploring opportunities to add
   value to job accomplishments.

• Willingness to learn, and take action.
• Having entrepreneurial mindset
• Associate or college degree in business a plus but not required.
• Business knowledge
• Have strong work ethics and people skills
• Ability to maintained a discipline and focus to achieve financial goals.
  

All your information will be kept confidential according to EEO guidelines.