Financial Advisor
Position Overview : We are seeking a knowledgeable and experienced Financial Advisor to provide personalized financial planning and investment management services to clients.
As a Financial Advisor, you will assess clients' financial situations, develop tailored financial plans, and recommend suitable investment strategies and products to help them achieve their goals.
Responsibilities :
- Build and maintain strong client relationships, serving as their primary point of contact for financial advice.
- Conduct comprehensive financial assessments and develop personalized financial plans.
- Recommend appropriate investment strategies and products based on clients' goals and risk tolerance.
- Execute investment transactions and monitor portfolio performance.
- Advise on risk management and insurance coverage.
- Adhere to industry regulations and ethical standards.
Requirements :
- Bachelor's degree in finance, economics, business, or a related field.
- Series 6 or 65 license is required.
- Proven experience as a Financial Advisor with a successful track record.
- In-depth knowledge of investment products, financial planning strategies, and tax regulations.
- Strong analytical, communication, and interpersonal skills.
- Proficiency in financial planning software and tools.
- High ethical standards and a commitment to maintaining client confidentiality.
- Detail-oriented with excellent organizational and time management abilities.
- Up-to-date knowledge of industry trends, market conditions, and regulatory changes.
Join our team as a Financial Advisor and work in a dynamic, client-focused environment. If you hold the necessary qualifications and have a passion for helping clients achieve financial success, we invite you to apply.
Please apply directly to this opportunity or contact Rachel at 815-997-1417 or [email protected] with any questions.
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