Career Opportunity

Description


We are a financial services firm located in the Beverly Hills area. Our company is growing fast and we are looking to hire new associates. The ideal candidate must be ambitious, goal-oriented, self-starter, organized, team player, and a quick learner, and possess excellent people skills.Our firm provides extensive training that teaches our associates how to help clients meet their goals with different financial strategies that are suitable for them. We help families, individuals; small business owners grow and protect their wealth.Part-time or Full-time opportunities are availableDuties:*Meet with clients in person to discuss their financial goals*Educate and explain the types of financial strategies we provide to our clients*Help clients plan for specific circumstances, such as education expenses or retirement*Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having childrenRequirements:*Excellent written and oral communication skills*An interest in helping others financially*Reliable transportation *Bilingual (Not Required)*Bachelor’s Degree (Preferred but not required)*Computer knowledge and skills*Please paste your resume in the body of the e-mail. Attachments will not be opened.
Company: Wealth Management

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