Associate Financial Advisor - Bergenn Financial Group
Kestra Financial Independent Advisor(8 months ago)
About this role
An Associate Financial Advisor at Bergenn Financial Group supports the Lead Advisor in managing client relationships and delivering financial planning and investment management services. The role focuses on ensuring high levels of client service, maintaining financial plans in eMoney Advisor, and contributing to firm growth with opportunities to develop new business.
Required Skills
- Financial Planning
- Investment Analysis
- Client Management
- Asset Allocation
- eMoney
- Communication
- Time Management
- Sales
Qualifications
- Series 7
- Series 66
- Series 63
- Series 65
- Life & Health License (Preferred)
About Kestra Financial Independent Advisor
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