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Financial Advisor

3 months ago

Irvine, United States Experior Financial Group Full time
Company Description

Experior Financial Group Inc. is a 100% Canadian owned and operated company with a head office in Cheektowaga, New York. We recently expanded into the USA and have a diverse workforce of over 4500 well-trained and licensed Financial Associates across North America. We offer mentorship, training, and the tools necessary for career growth and success.

Role Description

This is a full-time hybrid role for a Financial Advisor at Experior Financial Group located in Irvine, CA, with flexibility for remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Finance and Investments knowledge
  • Experience in Financial Advisory
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Certification such as CFP or CFA is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field