Financial Advisor

Job Description

Job Title : Financial Advisor

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

Key Responsibilities :

• Assess clients' financial situations by analyzing their financial statements, income, expenses, and future financial goals.
• Develop customized financial plans and provide recommendations in areas such as investments, insurance, retirement planning, and estate planning.
• Monitor clients' accounts and financial plans regularly to ensure they are aligned with their goals.
• Stay up-to-date on financial trends, products, and legislation to provide accurate and relevant advice to clients.
• Build and maintain strong relationships with clients to foster trust and loyalty.

Qualifications :

If you are a proactive individual with a passion for helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Advisor and make a meaningful impact in the lives of our clients.