Financial Planner
Job Description
Job Description
We are seeking to add to the team a "Financial Advisor" for established financial planning company in Dothan, Al. Prior experience as a financial advisor is not required, but a Bachelor's degree with experience in banking, finance, or insurance is strongly preferred.
As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position.
This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule. Base salary plus bonus opportunity based off productivity.
Duties
- Assess clients' financial needs and develop tailored financial plans to help them achieve their goals.
- Provide guidance on investment strategies, asset management, and portfolio management.
- Build and maintain strong customer relationships through effective communication and follow-up.
Skills
- Bachelor's degree in Business, Finance, Accounting, or related field required.
- Previous banking, finance or insurance background preferred.
- Proficiency in financial sales techniques and customer relationship management.
Personnel Resources is an equal opportunity employer.
Recommended Jobs
Server - Beer and Wine
Apply in ~60 Seconds Join Our Team: A career at Cinemark means you'll have epic opportunities to immerse yourself in our industry. But that's just the beginning — a front row seat means incredi…
Camp Cullman Counselor
Job Description Job Description Salary: Disclaimer: This application is for the Camp Cullman Counselor position; however, you might also be scheduled to work other Cullman Parks, Recreation, &…
Computer Bench Repair Technician
Job Description Job Description Job Summary Our fast-growing and dynamic IT firm is seeking an experienced Computer Bench Repair Technician for immediate hire. This is a fast-paced, producti…
Supervisor (Part-Time)
Job Description Job Description Supervisors are expected to take ownership of their area, drive their own development , and lead others to achieve strong business results. They focus on …
Outpatient Registration Specialist - Full-Time Days
The Outpatient Registration Specialist will register or admit all patients as they present to the facility for testing or admission with or without having been pre-registered. This position will work …
Roofing Service Foreman
CentiMark Corporation , the national leader in the commercial roofing industry, has an exceptional opportunity for an experienced Roofing Foreman in Birmingham, AL. CentiMark Corporation is …
PROJECT CONSULTANT 1
Job Description Job Description Position Summary: Position provides process and technology leadership for the Business Process and Innovation department within Operations and Business Shared S…
Customer Service Representative
Job Description Job Description Welcome to Hamlin Allstate Agency, where we believe in creating genuine connections with our community here in Decatur, Alabama. We're looking for a friendly and h…
Dental Assistant
Job Description Job Description Dental Assistant – Full Time Orion Family Dentistry, Huntsville, AL Bring your skills, your spark, and your scrubs—we’ve got the kind of team you’ll look…
Water/Wastewater Project Engineer (Mid-Level)
Job Description Job Description Hazen and Sawyer is seeking a Water, Wastewater and or Conveyance Project Engineer in the Huntsville, Alabama area. As part of our design and process teams, you wi…