Financial Advisor

Job Summary We are seeking a Financial Advisor to join our boutique financial planning firm. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client's unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market's financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance. Responsibilities Provide outstanding customer service to the firm's clients Assess the financial needs of individuals and help them with decisions on investments Provide strategic advice across a variety of financial products and services Plan for the short and long term financial goals of the firm clients Monitor clients' accounts and determine if changes are needed to improve account performance or accommodate life changes Meet with clients in person and via Zoom Comply with all industry rules and regulations Monitor economic and financial trends to ensure best advice and services to the client Qualifications Bachelor's degree in finance or a related field Previous experience as a Financial Adviser or related position Minimum license required is Series 7 Understanding of the market's financial data and tax implications Ability to provide reliable, data-based financial advice Ability to explain complex financial information in simple terms Excellent communication and presentation skills Compensation commensurate with experience. Salary plus bonuses based on performance. We are an equal opportunity employer.

Created: 2024-11-05