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Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Bachelor's degree in business administration, finance, or related field is required
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• 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
Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Bachelor's degree in business administration, finance, or related field is required
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• 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
