FINANCIAL ADVISOR

  • Full Time
  • Largo
  • Salary Guide: $20,000 - $30,000

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AVMED HEALTH PLANS

If you are an experienced professional looking to launch a new career as a financial advisor, our Financial Advisor Development Program will provide t... Role: Financial Advisor, Category: Financial Services, Size: 1 TO 4

FINANCIAL ADVISOR: AVMED HEALTH PLANS

If you are an experienced professional looking to launch a new career as a financial advisor, our Financial Advisor Development Program will provide the training and resources to help you build your financial practice.

Position: Financial Advisor
Location: Largo
Hours: Full Time
Salary Guide: $20,000 – $30,000
Last Updated: 19 September 2022
Job Category: Financial Services

Financial Advisor Role:

A Financial Advisor, or Independent Financial Advisor helps people or businesses organise their finances. Duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.

Other Duties:

  • Meeting clients and discussing their finances and financial goals
  • Researching financial products for clients and explaining their key features and benefits
  • Negotiating better financial deals with providers on a client’s behalf
  • Researching financial law changes and economic trends
  • Reporting their clients’ financial results and investment progress
  • Supporting investment professionals to cultivate client relationships 



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