Licensed Financial Advisor - (Leola, PA)
Smoker Wealth Management LLC is a comprehensive financial services firm committed to helping you improve your longterm financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service. We are actively seeking a licensed Financial Advisor to support our growing client base, working from our offices in Leola, PA. The Financial Advisor will fulfill responsibilities such as:* Providing comprehensive financial services to our clients to give them the peace of mind that comes with financial stability and security.* Researching the best products and investment strategies for our clients who fall into both low and high risk categories.* Updating, organizing, and maintaining client files* Handling incoming correspondence with clients to ensure that there is always someone within the division that can answer questions.* Working closely with our accountants, attorneys
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From TopUSAJobs - 1 month ago