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Financial Advisor
Financial AdvisorThe Perillo Group • West Palm Beach, FL, United States
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Financial Advisor

Financial Advisor

The Perillo Group • West Palm Beach, FL, United States
3 days ago
Job type
  • Full-time
Job description

Job Description

Financial Advisor

We are seeking a knowledgeable and experienced Financial Advisor to join our team in West Palm Beach. As a Financial Advisor, you will be responsible for providing financial guidance and advice to our clients based on their financial goals and objectives.

Responsibilities :

  • Assess clients' financial situations by analyzing their financial data
  • Develop personalized financial plans to help clients achieve their goals
  • Provide advice on investment strategies and financial products
  • Monitor clients' accounts and adjust financial plans as needed
  • Stay up-to-date on financial market trends and regulations

Requirements :

  • Bachelor's degree in Finance, Economics, or related field
  • Certified Financial Planner (CFP) certification preferred
  • Proven work experience as a Financial Advisor or similar role
  • In-depth knowledge of financial planning, investment strategies, and financial products
  • Excellent communication and interpersonal skills

    • If you are a dedicated and client-focused Financial Advisor looking to advance your career, we would love to hear from you. Apply now!

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    Financial Advisor • West Palm Beach, FL, United States

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