Financial Adviser
Tax Works Inc
Job Description
Job Description
We are seeking a Financial Adviser for our multi family wealth planning office . You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
- Market the firms diverse offerings ranging from investment products and services, accounting and tax, estate planning, etc.
Qualifications:
- Previous experience in banking, financing, or other related fields
- Securities licensed currently 6 or 7
- Clean U4
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Value Prop:
- Work closely with experienced financial advisor
- Possible Salary and or Commission or combination of both
- W2 or 1099 opportunities
- Complete turn key environment
- Diversified basket of investments and services available to offer current and future clients
- Administrative staff
- All technology provided
- Office Space
- Professional Company Image and Structure
- Competitive compensation program
We do wealth management, taxes, estate planning, Bookkeeping, and all insurances.
Company Description
We do wealth management, taxes, estate planning, Bookkeeping, and all insurances.
Vacancy posted 25 days ago
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