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Wealth Management Consultant
2 months ago
Job Summary:
We are seeking a highly 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 goals.
- Investment Advice: Provide expert advice on investment opportunities, including mutual funds, securities, and insurance products.
- Portfolio Management: Manage and update client portfolios to ensure they remain aligned with their financial goals.
- Regular Communication: Maintain regular contact with clients to understand changes in their financial situation and provide ongoing advice and guidance.
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.
- Technical Skills: Proficient in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
