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Financial Advisor

Company: Jerome Crayton State Farm
Location: San Antonio
Posted on: May 15, 2022

Job Description:

Job Description We are seeking a Financial Advisor to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base --- Qualifications: Previous experience in life insurance & annuities preferred Ability to build rapport with clients Strong analytical and critical thinking skills Excellent written and verbal communication skills ---Requirements: Must have active Life & Health license

Keywords: Jerome Crayton State Farm, San Antonio , Financial Advisor, Accounting, Auditing , San Antonio, Texas

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