Financial Consultant
Top Flight Finance
Spokane, washington
We are seeking a Financial Consultant!
As a Financial Consultant, your primary responsibility is to help clients make informed decisions about their financial needs. You will work with individuals and businesses to evaluate their financial situation and recommend appropriate products and services to meet their goals and objectives.
We offer a world class comprehensive training program and a competitive compensation package.
Responsibilities:
Conducting financial assessments: You will meet with clients to evaluate their current financial situation and determine their long-term goals. You will then use this information to develop a customized financial plan that meets their needs.
Recommending products and services: Based on the client's goals and financial situation, you will recommend appropriate financial and insurance products, such as life insurance, disability insurance, annuities, and mutual funds.
Building and maintaining...