Financial Advisor

Job Description

Job Description

We are looking for a dedicated licensed Financial Advisor to join our team in Harrisburg, Pennsylvania. In this role, you will guide clients through personalized financial planning and investment strategies, helping them achieve their long-term wealth management goals. The ideal candidate will possess knowledge of financial markets and a strong commitment to delivering exceptional service.

Responsibilities :

• Develop and maintain strong relationships with clients to understand their financial objectives, risk tolerance, and investment preferences.
• Create tailored financial plans addressing wealth management, retirement planning, estate planning, and other financial goals.
• Analyze market trends and investment opportunities to recommend effective portfolio strategies.
• Ensure compliance with industry regulations, company policies, and ethical standards in all financial advisory activities.
• Expand the client base through networking, referrals, and community outreach efforts.
• Manage and regularly review client portfolios, making adjustments based on market conditions or changing client needs.
• Provide clients with education and guidance on financial strategies, investment options, and market trends.
• Collaborate with other professionals, such as tax advisors and estate planners, to deliver holistic financial solutions.
• Utilize financial tools and software to streamline planning and investment processes.
• H old relevant financial licenses such as Series 7, Series 66
• Possess a Bachelors in Finance, economics, business, or a related field
• Experience in financial advisory, wealth management, or investment banking.
• Understanding of financial planning principles, investment strategies, and market trends.
• Excellent interpersonal and communication skills with a client-centered approach.
• Results-driven attitude with strong analytical and problem-solving abilities.
• Proficiency in financial tools and software, as well as Microsoft Office applications.
• Commitment to confidentiality and adherence to ethical standards with attention to detail.

contact Sandi Nush 302-985-5234