Financial Advisor Remote

Vensure Employer Solutions • Fort Lauderdale, FL, United States • $200k - $250k / year • 1h ago

Position Summary

A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.

Job Responsibilities

Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.
Budgeting: Advisors help create a budget to boost savings and manage expenses.
Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.
Retirement Planning: Advisors assist with retirement planning, helping navigate employer-sponsored plans like 401(k)s and other options such as IRAs.
Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.
Insurance: They can help determine if life insurance or annuity products are suitable for you.
Help clients with financial planning.
Assist with retirement plans or disabilities.
Act as a financial advisor.
Pick up a new account weekly (own book of business or assistance in building one).
Handle and grow own book of business.