Financial Advisor L2
$65,000–$95,000 year
On-siteCanandaigua, New York, United States
Canandaigua, New York, United StatesOn-siteFull Time$65,000–$95,000 yearSmall
Full TimeSmall
Job Summary
Assess clients' financial situations and recommend appropriate financial products and strategies for personalized planning. Build long-term relationships based on trust and exceptional service while providing investment advice. This role requires a knowledgeable and client-focused approach to deliver tailored financial solutions.
Desired Qualifications
- knowledgeable
- client-focused
- provide personalized financial planning
- provide investment advice
- assess clients' financial situations
- recommend appropriate financial products
- recommend appropriate financial strategies
- build long-term relationships
- based on trust
- exceptional service
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