Financial Advisor
3 weeks ago
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..
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Financial Advisor
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Jacksonville, United States Heritage Financial Advisory Full timeJob DescriptionJob DescriptionWe 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 decisionsAssess clients' assets, liabilities and overall financial conditionsPrepare...
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Financial Aid Advisor
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Financial Aid Advisor
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