Financial Planner
24 hours ago
As a Financial Advisor at VensureHR, you will play a crucial role in helping individuals achieve their financial goals. Your expertise will be sought after to provide guidance on investments, retirement planning, insurance, taxes, and estate planning.
Key Responsibilities- Goal Planning: Develop personalized financial plans to help clients achieve their short and long-term objectives.
- Budgeting: Assist clients in creating a budget to optimize savings and manage expenses.
- Investments: Provide expert advice on investment portfolios, including asset allocation, and recommend suitable investment products.
- Retirement Planning: Help clients navigate employer-sponsored plans, such as 401(k)s, and other options like IRAs.
- Taxes: Offer guidance on tax implications and help clients make informed decisions.
- Insurance: Determine the suitability of life insurance or annuity products for clients.
To be successful in this role, you will need:
- College education (not mandatory)
- Mandatory licenses: Series 7 registered rep, Series 6, Series 63 or 65
- At least 1 year of experience as a financial advisor
We are looking for a motivated and experienced Financial Advisor to join our team at VensureHR. If you have a passion for helping others achieve their financial goals, we encourage you to apply.
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