Investment Solutions Specialist
5 days ago
- Develop and implement financial planning solutions for clients utilizing eMoney software.
- Provide ongoing monitoring and updating of clients' financial plans and investment strategies through in-person or video meetings at least annually.
- Maintain working knowledge of the company's turnkey investment management strategies and in-house designed portfolios.
- Analyze clients' financial situations to recommend appropriate coverage options and provide comprehensive insurance solutions.
- Meet with Firm Partner Advisors to ensure tasks are prioritized to best meet firm objectives and provide organizational efficiency.
- Assist Firm Advisors with Trade Execution.
- Bachelor's degree.
- 2-5 years minimum knowledge of investments, retirement plans, insurance, tax, estate planning, and general personal finance.
- Clean U4/U5.
- FINRA Series 7 (required).
- FINRA Series 66 (or willing to obtain within 4 months).
- CFP Designation (or willingness to obtain within 3 years).
- Life and Health Insurance Licensed (or willingness to obtain within 6 months).
- Detail-oriented with a high degree of accuracy.
- Exceptional oral, written, and interpersonal communication skills.
Underhill Financial, LLC is an independent wealth advisory firm providing financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition. The firm is celebrating its 27th anniversary and consists of two CFP advisor partners, three associates, and a staff intern.
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Investment Financial Specialist
5 days ago
Scottsdale, Arizona, United States Underhill Financial Advisors,LLC Full timeJob Responsibilities and RequirementsAs a Financial Advisor at Underhill Financial, LLC, your primary responsibility will be to develop and implement comprehensive financial planning solutions for clients utilizing eMoney software. You will provide ongoing monitoring and updating of clients' financial plans and investment strategies through regular in-person...
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