LifeGoals Strategies Group
As a vital member of our small team, we want you to join us in the rewarding experience of providing financial strategies, services, and advice that bring long term value to our clients’ lives. You will be working with two of our firm’s partners whose businesses are experiencing rapid growth. You will be expected to become proficient in all business systems including: financial planning software, customer data base management, and financial products/solutions. You will also learn how to prepare paperwork and conduct a successful client meeting. Once the basics are mastered, you will grow into a role where you spend more time interacting with and servicing clients.
- Bachelor's Degree (Required)
- Banking, insurance, financial services experience, or financial planning degree (Required)
- Licensed to provide investment advice (Highly Preferred)
- Experience meeting with clients (Preferred)
How to Apply
Contact Hiring Advisor, Jesse Snow, at email@example.com for more details. Please reference your affiliation with Evans Scholars when applying.