Financial Advisor No Prospecting + Base Salary

Job Description

Job Description

Salary : 40k-50k

Join our Dynamic Team as a Financial Advisor!

We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide personalized financial advice and services to clients, helping them manage their financial portfolios and achieve their long-term goals. You will build strong relationships with clients, develop financial plans, and offer investment strategies that align with their retirement needs. This is an excellent opportunity for a professional looking to make a significant impact in the financial services industry.

What Youll Do :

• Client Relationship Management : Build and maintain strong relationships with clients, understanding their financial goals and providing tailored advice to help them achieve those objectives.
• Financial Planning : Develop comprehensive financial plans for clients, including retirement, estate, tax, and investment planning, ensuring each plan aligns with the clients financial situation and future goals.
• Investment Strategy : Advise clients on investment opportunities, asset allocation, and risk management, ensuring their portfolios are properly diversified and aligned with their objectives.
• Market Research and Analysis : Continuously monitor financial markets and trends to provide informed recommendations and strategies that align with client goals and market conditions.
• Client Education : Educate clients on financial products, strategies, and industry trends, ensuring they make well-informed decisions about their finances.
• Compliance and Documentation : Ensure all client interactions and transactions comply with regulatory requirements and company policies. Maintain accurate records and documentation of all financial plans and transactions.
• Sales and Business Development : Proactively identify opportunities for new business and develop strategies to expand the client base. Provide ongoing support to existing clients to ensure their continued satisfaction and loyalty

Experience Youll Bring :

Bonus Points If You Have :

What Youll Get :

General Physical Requirements :

Who We Are :

Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.

If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.