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Financial Advisor

2 months ago

Los Angeles, United States Robert Half Full time
Job DescriptionJob Description

We are seeking a Financial Advisor to join our team in Los Angeles, California. In this role, you will support Senior Advisor and Lead Advisor with the development and documentation of advice to release the capacity of both of these positions and enhance service delivery to clients. This position is an excellent opportunity for those with a keen eye for detail and a strong understanding of the financial industry.


Responsibilities:

• Work closely with all teams to provide optimal tech/reporting solutions for all clients

• Contribute to client retention and education initiatives

• Prepare and follow up on action items from client meetings

• Conduct research to understand and teach about intricacies in client financial situations

• Develop and provide varied solutions for clients based on their unique circumstances

• Collaborate with the team to improve internal systems

• Seek continuous learning in all aspects of finance with the aim of progressing in the career path

• Handle some administrative duties as and when required.

• Degree (Business/Financial Planning)

• Series 65 and working toward CFP

• Developing technical advice knowledge across areas of advice

• Strong understanding of the stock market

• Strong understanding of the advice process

• Developing knowledge of financial planning software

• Developing understanding of compliance standards

• Building an understanding of the financial services industry

• Maintenance of all professional qualifications