1+ months

Financial Advisor

Kelly Services
Roanoke, VA 24027
  • Jobs Rated
Our client, a Wealth Management firm in Roanoke area, is hiring a Financial Advisor. This successful Wealth Management practice is aggressively growing through client referrals, so the Advisor will not need to be making cold calls. The Financial Advisor will be generating new business from referrals and maintaining relationships with existing clients.

**Roles and Responsibilities:**

+ Meet with prospects and conduct fact-finding discussions to identify their financial goals

+ Analyze financial data and determine best solutions

+ Recommend most suitable investment products and services

+ Assist with onboarding new clients through account openings and transfers. .

+ Continually provide client relationship support through analyzing financial plans

+ Work with clients to answer inquiries and resolve any issues.

+ Assist in developing regular client review materials


+ Interest in helping clients identify and obtain their long-term goals

+ Minimum one year of Insurance or Wealth Management sales

+ Knowledge in financial planning, tax, insurance, and retirement planning.

+ Excellent verbal and written communication skills

+ Bachelors Degree

Please forward your resume to if you would like to be considered for this unique Financial Advisory job opportunity.

**Matthew Susco**

**Kelly Services**

**Accounting and Finance Specialist Recruiter**

**King of Prussia PA 19406**


**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

Jobs Rated Reports for Financial Advisor

Posted: 2021-01-25 Expires: 2021-03-04

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Financial Advisor

Kelly Services
Roanoke, VA 24027

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