Financial Advisor with Great Pay
Transamerica
5001 to 10000 employeesTransamerica® is changing the way people think about their financial and overall well-being. Yes, we help people achieve a lifetime of financial security by serving millions of customers across the United States with insurance; pension and retirement plans; investments; and asset management services. But today, it’s about so much more than that.
As we all live longer, the connection between our wealth and health is growing. Transamerica is inspiring people to see their spending, earning, and saving in a whole new way. Considering all that can affect personal finances, we want to help people develop healthy physical and financial habits, so they can add more years to their lives and more life to their years.
Our business is empowering people to feel better about the future. And we’ve been doing that for more than 100 years.
Company Info
- Subsidiary or Business Segment
- Baltimore, MD
- 1904
- CEO is Mark W. Mullin
- Insurance
- $10+ billion (USD) per year
- www.transamerica.com
Job description
We are seeking a Financial Advisor With Great Pay 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:
- With or Without Experience
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Work location: Los Angeles, CA
