Financial Advisor (225-911)

We are seeking a knowledgeable and dedicated Financial Advisor to join our dynamic financial services team. The ideal candidate will be committed to helping clients achieve their financial goals, offering personalized advice and investment strategies. As a Financial Advisor, you will be responsible for understanding clients' financial objectives, creating detailed financial plans, and guiding them through complex financial decisions. Your expertise in financial markets, retirement planning, insurance, and wealth management will be crucial in building and maintaining strong client relationships. If you have a passion for finance, excellent interpersonal skills, and a keen analytical mind, we encourage you to apply for this exciting opportunity to make a meaningful impact in people's financial lives.

Responsibilities

• Develop personalized financial plans tailored to each client's unique goals and risk tolerance.
• Maintain and manage a portfolio of clients, providing ongoing financial advice and consultation.
• Conduct thorough financial needs analysis to align clients' financial status with their objectives.
• Research and analyze financial products and investment opportunities to best serve clients' needs.
• Stay informed about market trends, tax laws, and financial products to offer current advice.
• Educate clients on financial strategies, market trends, and potential investment risks and returns.
• Assist clients in estate planning, retirement preparations, and insurance coverage decisions.
• Attend networking events and develop relationships to expand client base and referral networks.
• Ensure compliance with industry regulations and firm policies in all client interactions.
• Utilize financial software to forecast, monitor, and adjust recommendations for clients.
• Regularly review clients' portfolios and make necessary adjustments based on performance.
• Facilitate workshops, seminars, and webinars to promote financial literacy and awareness.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field is required.
• Minimum of 3 years of experience as a Financial Advisor or similar role.
• Proven track record of achieving sales targets and growing a client portfolio.
• In-depth knowledge of investment products, financial markets, and tax regulations.
• Exceptional communication and interpersonal skills are crucial for client interactions.
• Proficient in financial planning software and customer relationship management (CRM) systems.
• Active FINRA Series 7 and Series 66 or Series 63 licenses are required.