Financial Advisor
1 month ago
We're looking for an experienced Financial Advisor to join our team. You'll provide key financial advice and manage our clients' financial health. We need someone with a strong background in financial planning who is committed to putting clients' interests first.
Responsibilities:
- Create and maintain strong relationships with clients.
- Understand clients' financial goals and situations through detailed consultations.
- Keep clients informed about their financial plans and investments.
Financial Planning:
- Analyze clients' finances to make personalized financial plans.
- Offer strategies for retirement, tax optimization, estate planning, etc.
- Update financial plans according to clients' life changes or market shifts.
Qualifications:
- Bachelor’s degree in finance, business, or related. Advanced degrees or certifications like CFP, CFA preferred.
- Experience as a Financial Advisor with a focus on fiduciary duty.
- Deep knowledge of financial planning, investment management, and regulations.
- Required certifications: Series 6/7 and 65 License, Life Insurance License preferred.
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