Job Title: Financial Advisor
We are seeking an ambitious and strategic financial professional to fill a challenging entry-level position with opportunities for growth and career advancement.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through various planning services. This includes risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
This role offers a unique opportunity to hone your skills in client service, financial analysis, and wealth management strategies.
Responsibilities include:
* Working directly with clients to compile comprehensive financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.
* Making strategic product, plan, and investment recommendations and financial guidance to help clients reach their monetary objectives.
* Considering clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their requirements.
* Servicing as a trusted financial advisor to secure strong relationships with new clients.
Qualifications include:
* A working knowledge of financial products, the financial industry, personal financial advisory or responsibilities, or financial planning roles.
* The ability to successfully network and prospect for new clients.
* Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools.
* Relevant education including a Bachelor's degree in business administration, finance, or other related field.