Experienced Financial Advisor
Access Financial Services, Inc. is a registered investment adviser founded in 1990. We provide comprehensive financial planning and investment management. Our approach is balanced and long-term. We go beyond traditional goals-based methodologies by developing integrated strategies designed to optimize both wealth accumulation and financial protection. Our team is committed to providing our clients with the highest level of service.
We manage approximately $200 million for our clients on a discretionary basis and our clients have $750 million of life insurance coverage in place.
We are looking for an experienced financial advisor who believes in comprehensive financial planning to join our organization and become part of a practice with a strong dedication to serving its clients.
The person we are looking for has a strong work ethic, a solid foundation in the core areas of financial planning, high ethical standards, a history of establishing and developing strong client relationships, and wants to play a meaningful role in shaping and growing the organization on a long-term basis.
For more information about this career opportunity, please contact us at 952-885-2732.