Financial Adviser

CROWN FINANCIAL GROUP

Little Rock, AR

Job Description

Benefits:

Bonus based on performance
Opportunity for advancement
Training & development

Benefits/Perks

Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation

Job Summary
We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.

Responsibilities

Gather information to understand each clients overall financial situation and needs and create individualized financial plans
Make recommendations around a variety of financial products and services
Network and develop relationships to create a strong client base
Seek out opportunities to make presentations, provide education, and sell services
Maintain up-to-date knowledge of the market and industry trends

Qualifications

Bachelors degree in finance or a related field
Previous experience as a Financial Adviser or related position
Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
Understanding of the markets financial data
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent negotiation, communication, and presentation skills

Apply

Vacancy posted 21 days ago

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