Financial Advisor
$95k - $250kIntegrated Financial Concepts Inc
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • A Bachelor’s degree in business administration, finance, or a related field is required • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Compensation: $95,000 - $250,000 commission based
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Compensation:
$95,000-$250,000 per year
Vacancy posted 2 days ago
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