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Experienced Financial Advisor
Capital Strategies
Austin, TX, US
On Site
Junior
USD 150,000 – 300,000
Financial Services Insurance
Posted 2 weeks ago
Job summary
The Opportunity:Capital Strategies is looking for a financial advisor with experience to join our team. We need someone who understands the financial services industry, has knowledge of insurance, investment, and retirement products, and can build relationships with our current and potential customers.
Responsibilities
The financial advisor will provide tailored financial advice to clients, focusing on insurance, investment, and retirement solutions while fostering strong customer relationships.
Qualifications
Customer Relationship Management
Financial Planning
Insurance
Investment
Retirement Products
The candidate should have experience in the financial services industry with knowledge of insurance, investment, and retirement products, along with excellent relationship-building skills.
English
Company
Capital Strategies
Insurance
- Location
- Austin, TX, US
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Role
Experienced Financial Advisor
Company
Capital Strategies
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