Pre Planning Advisor Job at Service Corporation International, Chattanooga, TN

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  • Service Corporation International
  • Chattanooga, TN

Job Description

Job Description

Job Description

We are seeking a Pre Planning Advisor 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:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
Company Description

Service Corporation International is proud to be North America’s leading provider of funeral, cremation and cemetery services. Since 1962, SCI has been serving families during their most difficult, personal and challenging times. Today, we are the company that more than 450,000 families turn to each year for compassionate and professional care

Company Description

Service Corporation International is proud to be North America’s leading provider of funeral, cremation and cemetery services. Since 1962, SCI has been serving families during their most difficult, personal and challenging times. Today, we are the company that more than 450,000 families turn to each year for compassionate and professional care

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