A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Duties include meeting with clients to establish their needs and obtain financial statements, using financial statements to develop financial plans to maximize profitability or reduce debts, and researching investment opportunities for clients.
Salary $50,000 – $85,000 yearly
Responsibilities:
– Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
– Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
– Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
– Be a coachable, organized team member interested in pursuing training development and educational opportunities
– Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications:
– Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
– Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
– Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
To apply for this job please visit www.linkedin.com.