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Small Client Desk Advisors


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Company

Antaeus Wealth Advisors

Description

Job DescriptionAntaeus Wealth Advisors, LLC is seeking an experienced and motivated financial advisor to work with clients.Primary Duties:-Consult with clients to understand their current situation, needs and goals.-Create financial plans to guide clients into the future.-Meet with clients periodically to review their financial situation, identify areas of improvement and make recommendations.-Respond to client needs, calls, etc.-Provide periodic assistance to client needs.-Review and manage portfolios.Requirements:-Experience in financial planning.-Series 7 and 63 licenses.-High degree of accuracy and attention to detail.-Skilled in the use of Excel.-Skilled in the use of Microsoft Office.-Strong organizational skills.-Understanding of eMoney software.-Ability to clearly and effectively communicate verbally and in writing.Job Type: Full time

Posted Date
09/16/2022

Listing ID
78186630
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