Financial Advisor
1 day ago
Top Wealth Management firm has need for a Financial Advisor due to growth of the organization. This person should be an excellent communicator and be able to maintain and grow client relationships across the entire firm. No book of business needed. This role is 100% onsite.
Responsibilities :
Responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients.
Work closely with clients and the Senior Advisor of this team to help them achieve their financial goals and secure their financial future.
Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to other family offices.
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Qualifications:
3+ years of Financial Planning or Financial Advisory experience
Expertise in Finance and Investments
Experience in retirement planning strategies
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Certifications such as CFP, CFA, or equivalent are a plus
Bachelor's or Master's degree in Finance, Economics, Business, or related field
110K-1120K + bonus
Onsite 100%
KBW789
*MONKBW* #LI-JS1
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