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Financial Advisor

3 months ago

Hinsdale, United States Weaver Partners Full time

This position is responsible for developing relationships providing financial planning advice to the firm’s clients and managing client portfolios. This position has a lot of client work including research and managing client's accounts. The job is trading with a lot of client work. No sales in the position.


Responsibilities

  • Provide financial planning advice to clients
  • Conduct client portfolio and financial planning reviews
  • Manage relationships with and provide advice to retirement plan clients
  • Form meaningful, long-lasting client relationships
  • Manage client investments


Qualifications

  • Bachelor's degree in Finance or related field
  • Be professionally credentialed CFP is a must.
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills