wealth management expert - Aurora - beBeeFinancialPlanner

    beBeeFinancialPlanner
    beBeeFinancialPlanner Aurora

    1 day ago

    Full time

    Job title: Branch Wealth Planner – Retirement

    Description

    Financial Planner Role

    We are seeking a skilled Financial Planner to join our team. This key position involves building strong relationships with clients, providing expert advice on retirement and investment planning, and achieving sales targets within a collaborative environment.


    Key Responsibilities:

    • Develop and maintain client relationships through effective communication and trust-building strategies.
    • Provide personalized financial planning services, including retirement and investment advice.
    • Maintain accurate records of client interactions, transactions, and progress towards goals.

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