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Financial Adviser

2 months ago

Rocklin, United States Tax Works Inc Full time $50,000 - $85,000
Job DescriptionJob Description

 

We are seeking a Financial Adviser to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

​Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Securities licensed currently 6 or 7
  • Clean U4
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

​Value Prop:

  • Work closely with experienced financial advisor
  • Possible Salary and or Commission or combination of both
  • W2 or 1099 opportunities
  • Complete turn key environment
  • Diversified basket of investments and services available to offer current and future clients
  • Administrative staff
  • All technology provided
  • Office Space
  • Professional Company Image and Structure
  • Competitive compensation program
Company DescriptionWe do wealth management, taxes, estate planning, Bookkeeping, and all insurances.Company DescriptionWe do wealth management, taxes, estate planning, Bookkeeping, and all insurances.