Financial Consultant
Juneau, AlaskaFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Client relationship management
Requirements
- Passionate
- Competitive
- Motivated
- Dependable
- Hardworking
- Adaptable
- Flexible
- Trainable
Responsibilities
- Conducting virtual consultations with clients.
- Assessing clients’ needs and imparting knowledge on solutions.
- Cultivating lasting client relationships through consistent, periodic check-ins.
- Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.
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