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.
Qualifications
- College educated, but not mandatory.
- Mandatory Licenses:
- Series 7 registered rep
- Series 6
- Series 63 or 65
- Experience as a financial advisor of at least 1 year.
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