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Posted: Saturday, January 28, 2017 6:17 AM

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Our education based financial services firm in Gulfport is expanding and looking for individuals with a passion for helping others, starting at an entry-level position. Our mission is to work with families in our community to help them properly protect their income, educate them on managing and eliminating debts, help them properly invest for retirement and college savings, and become financially independent.

Responsibilities:
- Provide Financial need analysis for clients
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Promote recruiting efforts to continually hire and develop the best
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals
- Help clients with financial planning decisions for retirement, education, day-to-day expenses and investments.

Required Skills, Knowledge, Abilities:
- Competency in team building skills with accountability to those teams.
- Ability to effect change by assuming leadership roles in interdisciplinary teams, and supporting the growth and development of team.
- Effective communication and collaborative skills.
- An aptitude for communicating with clients
- Being able to network
- Provide support and direction to enhance performance.
- Strong communication skills and patient with others
- Active listening skills and genuine interest in others
- Flexibility and good judgment and ability to relate to others
- Investment license (6,63,26)*
- Life insurance license *

Qualifications:
To be considered for acceptance, applicants must be 18 years of age, U.S. citizens or qualified aliens, and must be able to pass a background check.

* Company sponsored licensing & training for qualified individuals.

To apply, send resume to jose.aud.rl@gmail.com

• Location: Biloxi, Gulfport, MS

• Post ID: 8782038 biloxi
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