Financial Services Advisor
6 days ago
We are seeking a skilled Financial Services Advisor to join our team at Kingsguard Capital. This role involves supporting our advisors by preparing detailed financial plans, conducting research, and analyzing client data.
About the RoleThe ideal candidate will have a solid background in financial planning, excellent communication skills, and top-notch attention to detail. As a Financial Services Advisor, you will be responsible for gathering information, building reports, and keeping clients' financial plans on track.
Key Responsibilities- Establish strong relationships with new clients as their trusted advisor
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- A Bachelor's degree in business administration, finance, or a related field is required
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
We offer competitive pay, benefits, and a work environment where professionalism meets a bit of fun. If you're ready to bring your skills to a firm that appreciates both dedication and a good laugh, apply now.
Estimated Salary: $52,750 - $72,000 per year-
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