Financial Advisor
OneDigital(1 month ago)
About this role
A Financial Advisor at OneDigital serves as a trusted wealth management professional supporting clients with complex financial planning and retirement needs. The role focuses on delivering tailored financial solutions for high-net-worth individuals while partnering with internal teams to align strategies with client goals.
Required Skills
- Client Relationships
- Financial Planning
- Wealth Management
- Retirement
- Business Development
- Presentation
- Analytical
- Sales
- Networking
- Portfolio Management
Qualifications
- Bachelor's Degree
- MBA
- JD
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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