Independent Financial Advisor — On-site Wealth Management
A & M Financial Group Inc.
A & M Financial Group Inc. is looking for a full-time Independent Financial Advisor based in Westlake, OH. The ideal candidate will be responsible for assessing clients' financial goals, analyzing their financial situations, and developing tailored strategies for retirement and investment. This role requires strong communication skills and a commitment to ethical standards in financial advisory. The position emphasizes client relationship management and requires relevant professional licensing. A sound understanding of Financial Planning and Investments is essential, along with excellent organizational skills. #J-18808-Ljbffr A & M Financial Group Inc.
Vacancy posted 2 days ago
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