Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients. This is an excellent opportunity for individuals with a strong background in sales and finance to utilize their skills and expertise in a dynamic and rewarding environment. Responsibilities: - Develop and maintain client relationships by providing personalized financial advice - Conduct thorough financial analysis to identify clients' goals, risk tolerance, and investment preferences - Create customized financial plans that align with clients' objectives - Provide guidance on investment strategies, asset allocation, and portfolio management - Stay up-to-date with market trends, economic conditions, and regulatory changes that may impact clients' investments - Collaborate with other professionals, such as attorneys or accountants, to address clients' estate planning needs - Assist clients in navigating complex financial decisions, such as retirement planning or college savings - Monitor clients' portfolios and provide ongoing performance reviews - Conduct research on various financial products and services to recommend suitable options for clients Skills: - Strong sales skills with the ability to build and maintain client relationships - Solid knowledge of public accounting principles and practices - Proficiency in portfolio management techniques and strategies - Excellent financial analysis skills to assess clients' financial situations accurately - Familiarity with wills, trusts, estate law, and their implications on financial planning - Sound understanding of asset management principles and practices - Ability to conduct thorough research on market trends and investment opportunities - Knowledge of corporate accounting principles and practices - Technical accounting skills to analyze financial statements and reports - Familiarity with various financial services products If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we encourage you to apply for this exciting opportunity. We offer competitive compensation packages along with opportunities for professional growth and development. Join our team today as a Financial Advisor and make a positive impact on the financial well-being of our clients.
Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
- Signing bonus
Work setting:
Work Location: In person