Financial Advisor/Client Service Representative to support existing clients through a combination of financial planning, client servicing, and proactive outbound engagement. This role consists client outreach, focusing on strengthening client relationships, providing financial guidance, and delivering solutions that help clients achieve their long-term financial goals.
The advisor works with a portfolio and requires strong communication skills, financial services knowledge, and the ability to provide consultative guidance on savings, investments, insurance, and wealth-building strategies.
Key Responsibilities

+ Provide financial guidance related to budgeting, savings, banking, retirement planning, and wealth management.

+ Educate clients on investment and insurance solutions that align with their financial goals.

+ Review clients' current financial situations and recommend appropriate strategies for long-term financial success.

+ Support client...