Independent Owner

Job Description

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities Crafted personalized financial roadmaps for 2000+ clients, helping them protect, grow, and pass on wealth Advised business owners on continuity, key personnel protection, and legacy planning Consulted on tax-efficient investment strategies for professionals across various industries Designed and implemented employer-employee benefit solutions for organizations Delivered educational workshops, webinars, and 1:1 sessions on financial literacy Qualifications Strong client relationship and risk analysis skills Expertise in business protection and long-term wealth planning Speaker and trainer for financial literacy and empowerment Show more Show less