Financial Advisor

4 days ago


Orlando, Florida, United States Ronald Blue & Co Full time
Job Summary

The Financial Advisor, Everyday Steward Division, is a key member of our team responsible for building and maintaining strong relationships with clients, providing personalized financial planning and investment management services, and driving business growth.

Key Responsibilities
  • Develop and implement customized financial plans that meet clients' unique needs and goals.
  • Provide exceptional client service, support, and guidance to ensure clients' financial well-being.
  • Collaborate with the broader team to identify business development opportunities and drive growth.
  • Stay up-to-date with industry trends, regulatory requirements, and best practices to deliver high-quality services.
  • Conduct regular reviews of clients' financial information to ensure goals and objectives are being met.
Requirements
  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • Prior experience as a Financial Planner or Financial Advisor is preferred.
  • Certified Financial Planner (CFP) designation, CPA, or CFA is preferred.
  • Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
  • Strong communication, interpersonal, and problem-solving skills.
What We Offer

At Ronald Blue & Co, we offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates.



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