Financial Advisor
13 hours ago
Position Overview:
Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial role in helping clients navigate the complexities of personal finance, develop investment strategies, and make informed decisions to secure their financial future. This is a client consulting position rather than new business development although those with sales experience are encouraged to apply.
Key Responsibilities:
- Educate individuals about mutual fund selection, investment allocation & diversification.
- Consult with individuals to discuss their financial goals and investment preferences.
- Support Sr Advisors with quarterly investment portfolio reviews.
- Develop relationships that enhance client retention.
- Work directly with individuals to review their current retirement saving initiatives and recommend improvements.
- Educate clients about financial concepts, investment options, and market trends. Maintain regular communication to keep clients informed about their financial progress.
- Bachelor's degree in finance, economics, business, or a related field preferred
- FINRA 6 & 63
- Strong knowledge of financial markets and investment products.
- Excellent analytical, communication, and interpersonal skills.
Employer contributes 90% of health premium.
Very strong 401k contribution
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