Financial Advisor

Rose Wealth

Job Description Job Description As a Financial Advisor focused on individual clients, you will work within a small-sized team (1-3 advisors) and report directly to the CEO. Your role centers on delivering tailored financial planning and investment strategies through manual analysis complemented by third-party financial tools. Occasional travel to meet clients will be required to maintain and deepen client relationships. Responsibilities Conduct client consultations to assess financial goals and needs Develop comprehensive financial plans including retirement and tax planning Perform investment analysis to build and manage client portfolios Assess risks and ensure compliance with relevant regulations Perform regular market research to inform investment decisions Maintain strong client relationship management to ensure satisfaction and retention Collaborate with the team and report progress to Senior Financial Advisor Utilize manual analysis and third-party financial tools for reporting and strategy development Required Qualifications Minimum 2 years experience in financial advisory Bachelor’s degree in Finance, Economics, or a related field Preferred Qualifications Series 7 License Series 65 License Texas Insurance License Expertise in financial planning, investment strategies, and risk management Strong skills in client relationship management, regulatory compliance, communication, and analytical thinking Proven ability in sales and negotiation #J-18808-Ljbffr

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Vacancy posted 1 day ago

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