SIX PILLARS FINANCIAL ADVISORS

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

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FLORIDA COMMERCE CREDIT UNION

Category: Financial Services, Size: n/a

SIX PILLARS FINANCIAL ADVISORS: FLORIDA COMMERCE CREDIT UNION

This role will suit grafters and self-starters who can integrate well with a team and want to make a difference. FLORIDA COMMERCE CREDIT UNION is a friendly, happy organization that’s passsionate about its brand, and is an equal opportunities employer. candidates with relevant qualifications or experience should visit the website for further information about this role.

Position: Six Pillars Financial Advisors
Location: Commerce
Hours: Full Time
Salary Guide: $20,000 – $30,000
Last Updated: 26 April 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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