Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities:
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations.
- Customize financial plans for each client based on potential life changes and changing financial needs.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
Qualifications:
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred.
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired.
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired.
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential.
- Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese, and Korean.
Compensation:
$120,000 per year
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