Financial Advisor
8 hours ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Rea & Associates, a leading Top 100 Accounting Firm. As a Financial Advisor, you will be responsible for identifying client needs and delivering exceptional service to meet those needs.
Key Responsibilities:- Manage client relationships and provide guidance on wealth management, financial planning, and investment decisions
- Develop and implement financial plans, analyze portfolios, and make recommendations for trading and rebalancing
- Build strong relationships with clients through proactive communication and provide exceptional customer service
- Stay up-to-date with industry trends and best practices to maintain high professional expertise
- Collaborate with the client services team to ensure effective delivery of services and meet quality and compliance standards
- 5 or more years of experience in the financial services industry
- BA or BS in financial, business, or related field (preferred)
- Series 63 and 65 or 66 (preferred)
- Certified Financial Professional (CFP) (preferred)
- Excellent communication and interpersonal skills
- Ability to work independently and prioritize workload effectively
- A competitive salary and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
- Access to cutting-edge technology and resources
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application with your professional resume.
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