Financial Advisor
R L Barclay and Associates LLC
Financial Advisor
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses.
Responsibilities
- Developing comprehensive, fee-based personal financial plans for individuals and families.
- Providing various investment advisory services including proposal development, asset allocation modeling, etc.
- Some trading and rebalancing of client portfolios.
- Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
- Responding to various client service requests throughout the year.
- Helping the firm grow through acquisition of new clients and retention of existing clients.
Qualifications
- Bachelor's Degree in business or finance.
- 4+ years' experience as a personal financial advisor/planner
- Industry related professional designations such as CFP preferred
- The ideal candidate will possess the Series 65 & insurance licenses
- This individual will be highly motivated with a strong desire to succeed.
- Excellent organizational, communication, interpersonal, and computer skills required.
Vacancy posted 2 days ago
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