Financial Advisor

4 days ago

Rochester, United States The Perillo Group Full time

Job Title: Financial Advisor Job Summary: We are seeking a knowledgeable and experienced Financial Advisor to join our team in the Rochester area. The ideal candidate will provide financial guidance and advice to clients, helping them make informed decisions about their finances. Responsibilities: Assess clients' financial situations by gathering information about their financial status, needs, and goals Develop financial plans for clients based on their individual goals and risk tolerance Provide clients with information on investment strategies, retirement planning, estate planning, and insurance options Monitor clients' accounts and keep them informed about changes in the market and financial regulations Help clients implement their financial plans and make necessary adjustments over time Requirements: Bachelor's degree in Finance, Economics, Business, or related field Certification such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) is preferred Proven experience in financial planning and investment management Excellent communication and interpersonal skills Strong analytical and problem-solving abilities If you are a dedicated and client-focused Financial Advisor looking to advance your career in a dynamic environment, we would love to hear from you. Apply now

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