Financial Advisor
Found in: Resume Library US A2 - 1 week ago
Responsibilities
Develop customized financial plans to help clients achieve their financial goals
Manage investment portfolios and monitor market trends and economic conditions
Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
Actively participate in business development activities to build new client relationships and expand the Firm’s network
Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients
Requirements
Bachelor’s degree in finance, accounting, economics, or a related field preferred but not required
Minimum of 2 years of experience in the financial industry
Certified Financial Planner (CFP®) certification preferred but not required
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work
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