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Financial Planning Specialist

2 months ago

New York, New York, United States Pro Talent HR Full time

Job Summary:

We are seeking a skilled Financial Adviser to join our team at Pro Talent HR. As a Financial Adviser, you will play a crucial role in helping our clients achieve their financial objectives by providing expert advice and guidance.

Key Responsibilities:

  • Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.
  • Investment Advice: Provide guidance on investment options and strategies to help clients grow their wealth.
  • Portfolio Management: Manage and update client portfolios to ensure they remain aligned with their financial goals.
  • Financial Analysis: Analyze financial data to identify areas for improvement and provide recommendations to clients.
  • Communication: Clearly communicate financial plans and strategies to clients, ensuring they understand their options and the benefits of each.

Requirements:

  • Education: Bachelor's degree in business, finance, or a related field.
  • Experience: 1-2 years of sales experience, preferably in the financial industry.
  • Professional Certifications: Current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred), life and health license, and valid driver's license.
  • Skills: Proficient in Microsoft Office, particularly Word, Excel, Outlook, and PowerPoint, with a strong understanding of financial software and systems.