Financial Advisor Job at Commonwealth Financial, Prince George County, VA

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  • Commonwealth Financial
  • Prince George County, VA

Job Description

Job Description

Job Description

  • We are seeking a Financial Advisor to join our team! You will deliver personalized investment, insurance and mortgage solutions to help clients work toward their long-term financial goals.

    Responsibilities:

  • Advise clients on insurance & investment strategies and other financial decisions
  • Advise clients on mortgage and credit products.
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare credit, insurance and investment presentations that explain various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base
  • Qualifications:

  • Previous experience in banking, financing, insurance or other financially related fields an asset
  • Licensing: life insurance, mortgage brokering a requirement. For the right candidate, we can provide training.
  • Proven ability to communicate financial products
  • Commitment to ongoing training
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • impeccable character
  • Ability to multi-task in a fast paced environment with little supervision
Company Description

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

Company Description

Commonwealth Financial was founded in 1995. We are a licensed mortgage, investment and insurance brokerage. Private banking without the bank !

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