Financial Advisor

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Requires a Bachelor’s degree in finance, business administration, or related field • Superior customer service skills, math skills, relationship skills, and communication skills are preferred Compensation: 120000

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Compensation:
$120,000 per year