Financial Advisor

3 weeks ago


Jacksonville, United States Heritage Financial Advisory Full time
Job DescriptionJob Description

We are seeking a Financial Advisor 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
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Using estate planning tools in creating a holistic client plan

Qualifications:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Series 65 or equivalent; clean U4
  • Certified Financial Planning (CFP) certification is preferred
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • A valid and active Life, Health and Long Term Care Insurance license
  • Knowledge of Trusts, Wills ,etc..
Company DescriptionWork on a daily basis with the owner, from client meetings, to marketing campaigns. Entrepreneurial motivation a must. This is not just a job, but a lifetime career opportunity. Generous salary and bonuses based on qualifications and firm growth.Company DescriptionWork on a daily basis with the owner, from client meetings, to marketing campaigns. Entrepreneurial motivation a must. This is not just a job, but a lifetime career opportunity. Generous salary and bonuses based on qualifications and firm growth.
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