FINANCIAL ADVISORS NEED TO VALUE THE ART OF RETIREMENT PLAN DESIGN

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


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PENSION SERVICES INC

Category: Financial Services, Size: n/a

FINANCIAL ADVISORS NEED TO VALUE THE ART OF RETIREMENT PLAN DESIGN: PENSION SERVICES INC

If you’re a people person with the drive to deliver excellent customer service, this may be the role for you. PENSION SERVICES INC encourages applications from all backgrounds and communities and is committed to having a workforce that is made up of diverse skills, experiences and abilities. Any relevant industry experience or qualifications that you have will be considered. Please visit the website for further information about this role.

Position: Financial Advisors Need To Value The Art Of Retirement Plan Design
Location: Miami
Hours: Full Time
Salary Guide: $20,000 – $30,000
Last Updated: 13 December 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 clients 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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