GEBA FINANCIAL ADVISORS ARE REGISTERED REPRESENTATIVES OF CAPE SECURITIES, INC.: CACTUS CAFE
Whether already part of the industry, or ready for a brand new challenge, CACTUS CAFE is looking for an enthusiastic individual to join the organization and play a key role in servicing its clients. Applicants should have a strong customer focus as they may be dealing with external clients as well as various departments within the company. Please visit the website for further information about this role.
Position: Geba Financial Advisors Are Registered Representatives Of Cape Securities, Inc.
Location: San Ramon
Hours: Full Time
Salary Guide: $25,000 – $70,000
Last Updated: 18 January 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.
- 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