Elevate Financial Planning and Wealth Management is dedicated to helping individuals navigate their financial landscapes through a collaborative approach. They are seeking a financial advisor who will identify potential clients, develop customized financial plans, and maintain strong relationships with clients to support their financial goals.
Responsibilities
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs
- Develop customized financial plans to address each of the clients desired goals
- Maintain strong relationship with clients, helping them track their progress over time
- Provide ongoing consultation and support
Skills
- Bachelor's degree in business or industry-related field
- Ability to obtain series licenses
- Must be a U.S. or Permanent Resident
Company Overview
A rising tide lifts all boats. Our commitment to the highest standard of performance creates an elevated quality of life. It was founded in undefined, and is headquartered in St Petersburg, FL, US, with a workforce of 11-50 employees. Its website is https://elevatefpwm.com.
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