Brokerage Specialists is a Nebraska Registered Investment Advisor located in Grand Island, NE. We provide financial planning and asset management services through professional money managers. Our mission is to provide innovative financial strategies, solutions, and planning to the families and businesses we serve, resulting in financial clarity and overall financial health. At Brokerage Specialists, we value strong commitments to our clients and building lifelong relationships.
Role Description
This is a full-time on-site role for an Independent Financial Advisor at Brokerage Specialists in Grand Island, NE. The Independent Financial Advisor will be responsible for providing financial planning, finance, retirement planning, investment, and financial advisory services. The role involves developing financial strategies, managing client portfolios, and providing expert financial advice.
Qualifications
Financial Planning and Finance skills
Experience in Retirement Planning
Knowledge of Investments and Financial Advisory
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Attention to detail and accuracy
Employment type
Full-time
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