Responsibilities

• Advise clients on trust account investments.
• Identify clients’ financial goals and objectives.
• Analyze clients’ financial records.
• Develop comprehensive financial plans.
• Make recommendations on cash management, insurance coverage, investment planning, retirement and estate planning.
• Arrange the sale of financial products and investments.

Qualifications

• Bachelor’s degree in business administration, management, or a related field (equivalent experience acceptable).
• 1 to less than 7 months of relevant experience in the financial services industry.
• Proficiency with MS Office.
• Strong analytical, interpersonal, and communication skills.
• Ability to work efficiently in a fast‑paced, deadline‑driven environment.
• Dependable, organized, and detail oriented.

Benefits

• Competitive bonus and commission structure.