Financial Services Advisor Job at Kingdom Community Development Center, Zebulon, NC

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  • Kingdom Community Development Center
  • Zebulon, NC

Job Description

Company Description


Tri-State Financial Services Group with plans for nationwide expansion.


Role Description

We have full-time and part-time remote roles for Financial Services Advisors. The primary responsibilities include providing financial planning and advisory services, developing and implementing effective financial strategies, assisting clients with retirement planning, and advising on investment opportunities. The role focuses on understanding client needs, assessing financial goals, and offering tailored solutions to help clients achieve financial security and long-term success.


Qualifications

  • Excellent interpersonal and communication skills to build and maintain client relationships
  • Analytical and problem-solving skills to assess client needs and recommend appropriate solutions

Job Tags

Full time, Remote work,

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