Financial Advisor
Kestra Financial Independent Advisor(2 years ago)
About this role
A Financial Advisor at New Century Investor Services works with clients to manage assets and develop investment strategies while building a career in the financial industry. The role involves collaborating with a team of professionals to support clients' long-term financial objectives and foster client relationships. This position is aimed at motivated individuals seeking growth in wealth management and financial services.
Required Skills
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Business Development
- Client Service
- Communication
- Analytical Skills
- Problem Solving
+1 more
Qualifications
- Bachelor's Degree (Preferred)
- CFP® (Preferred)
About Kestra Financial Independent Advisor
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