Financial Advisor
Markent Personnel
Financial AdvisorWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses.ResponsibilitiesDeveloping 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.QualificationsBachelor's Degree in business or finance.4+ years' experience as a personal financial advisor/plannerIndustry related professional designations such as CFP preferredThe ideal candidate will possess the Series 65 & insurance licensesThis individual will be highly motivated with a strong desire to succeed.Excellent organizational, communication, interpersonal, and computer skills required.
Vacancy posted 5 days ago
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