A Four-Time Inc.com Best Workplaces company. (2023,2024,2025,2026) https://www.inc.com/profile/keenan-financial The role of a Financial Advisor: Identifies and sets appointments with potential clients Works closely with a mentor to meet with clients and assess their financial needs Designs, develops, and implements a marketing plan Develops a customized financial plan to address each client’s outlined goals Maintains strong relationships with clients, helping them achieve their goals Provides ongoing consultation and support Highlights of this position: One-on-One training from seasoned leaders in the financial …
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A Four-Time Inc.com Best Workplaces company. (2023,2024,2025,2026) https://www.inc.com/profile/keenan-financial The role of a Financial Advisor: Identifies and sets appointments with potential clients Works closely with a mentor to meet with clients and assess their financial needs Designs, develops, and implements a marketing plan Develops a customized financial plan to address each client’s outlined goals Maintains strong relationships with clients, helping them achieve their goals Provides ongoing consultation and support Highlights of this position: One-on-One training from seasoned leaders in the financial …