Independent Financial Advisor Position Available
Today, the need for competent, objective financial guidance has never been greater. By joining the Cuellar Financial Group, your independence will be powered by the number one independent broker/dealer in the country*, instantly gaining access to the premiere infrastructure and research needed to put your clients' needs first. Let's face it, the industry is evolving and now is the time to make sure your clients' assets are in good hands. Choose independence and put your clients' needs first, not your company's.
Duties: Helps individuals and businesses accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans, monitoring changes in financial status and life circumstances; monitor investment portfolios; recommending changes based on suitability, client needs, client risk tolerance, and quality of investments; helps employer clients attract and retain employees by providing quality employee benefits (group life, health, dental, disability, and 401(k) plans) by marketing coverage with various carriers to find best value.
Skills/Credentials Required: All applicable financial licenses including advisory licenses, bachelor's degree required, Financial Planning and Strategy, Financial Software, Excellent Written and Verbal Communication Skills, Strong Interpersonal Skills, proficient in fee-based platforms.