We are seeking an Employee Benefits Advisor to join out Team! The Employee Benefits Advisor is responsible for developing an maintaining relationships with businesses and their employees. The Advisor will work closely with the clients to build a benefits package that aligns with the client's needs. The Advisor provides recommendations on benefit packages and retirement saving programs to allow clients to obtain their goals and support their employees. Advisors must adhere to ethics, best practices, and must always act in the client's best interest. Building trust with existing and potential clients using industry knowledge and expertise is essential.
We are seeking a Financial Advisor to join our team in Cornwall! Financial Advisors at O’Farrell Financial provide full financial planning services to our clients. Our advisors work closely with the client to build a comprehensive financial plan that aligns with the client’s current and future goals. Advisors provide recommendations on investment and risk management strategies to allow clients to obtain their goals and support the client’s risk tolerance. Financial Advisors must adhere to ethics, best practices, and must always act in the client’s best interest. Building trust with existing and potential clients using financial knowledge and expertise is essential.