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Wealth Management Advisor

2 months ago

Cypress, California, United States Guardian Austin Full time
Job Overview

At Guardian Austin, we are experiencing significant growth and are in search of a dedicated Financial Planner to enhance our client services. The perfect candidate will possess a strong desire to master the intricacies of financial services essential for effective wealth management, enabling our clients to meet their financial aspirations.

Compensation:

Annual earnings starting at $50,000+ based on performance.

Key Responsibilities:
  • Act as a cooperative team member, committed to ongoing professional development through training opportunities.
  • Assess clients' cash flow, income, financial status, goals, and assets to assist them in defining and achieving their financial objectives.
  • Identify and engage potential clients, establishing trust as a key advisor for important financial decisions.
  • Provide strategic recommendations regarding products, plans, and investments to facilitate clients in reaching their financial targets.
  • Tailor financial strategies for each client, considering their professional circumstances, life stages, and changing financial needs.
Qualifications:
  • Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly preferred.
  • Exceptional communication, relationship-building, and analytical skills to create a solid foundation of customer service.
  • Possession of FINRA Series 7 & 66 is preferred but not mandatory.
  • Understanding of financial products and the financial industry, along with experience in Financial Advisor roles or Financial Planning, is crucial.
  • A Bachelor's degree in Business Administration, Finance, or a related field is required.
About Guardian Austin

We are a progressive financial planning firm dedicated to a client-centric approach, aiming to make a significant impact in the financial planning landscape.