Financial Advisor
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities:
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
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