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Financial Advisor

Keenan Financial
Email

An Inc.com Best Workplaces company.

https://www.inc.com/profile/keenan-financial

 

The role of a Financial Advisor:

  • Identifies and sets appointments with potential clients
  • Works closely with a mentor to meet with clients to assess their financial needs
  • Designs, develops, and implements a marketing plan
  • Develops a customized financial plan to address each client’s outlined goals
  • Maintains strong relationships with clients, helping them achieve their goals
  • Provides ongoing consultation and support

Highlights of this position:

  • One-on-One training from seasoned leaders in the financial planning industry.
  • A comprehensive training program that includes financial planning, marketing techniques, asset management, and client service
  • Uncapped earning potential
  • Numerous career path options, including financial advisor, CFP, CPA, and management opportunities.

Requirements of the role:

  • Bachelor’s degree (preferably in business or an industry related field)
  • Ability to obtain licenses * U.S. Citizen or Permanent Resident
  • Entrepreneurial spirit
  • Motivation for success