Financial Advisor
SC Staffing & Consulting
Our client is seeking a client-focused Financial Advisor. The ideal candidate will help individuals and businesses achieve their financial goals by providing personalized financial planning, investment guidance, retirement strategies, insurance solutions, and wealth management services. This is a hybrid position. Key Responsibilities Meet with clients to assess their financial goals, risk tolerance, and financial situation. Develop customized financial plans. Recommend appropriate financial products and investment solutions. Monitor client portfolios based on changing market conditions and life events. Maintain regular communication and current guidance with clients. Generate new business. Ensure compliance. Key Qualifications Bachelor\'s degree in Finance, Business, Economics, or a related field preferred. 2 plus years of financial planning or advising experience. FINRA licenses (Series 7, 66, or equivalent) preferred or willingness to obtain. PA insurance license preferred or willingness to obtain. CFP certification preferred or willingness to obtain. #J-18808-Ljbffr
Vacancy posted 4 days ago
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