Financial Advisor
Financial Advisor
The Financial Advisor will advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Tasks:
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Answer clients' questions about the purposes and details of financial plans and strategies.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Manage client portfolios, keeping client plans up-to-date.
Contact clients periodically to determine any changes in their financial status.
Prepare or interpret for client's information such as investment performance reports, financial document summaries, or income projections.
Recruit and maintain client bases.
Requirements:
Bachelor's degree in finance/accounting or related field preferred
3-5 years business related experience.
Must be able to make decisions and solve problems that are general in nature and for which there are precedents.
Strong analytical and problem solving skills.
Effective written and verbal communication skills.
Successful completion of: (1) the Series 65 Uniform Investment Adviser Law Examination; (2) the Series 7 General Securities Representative Examination in combination with the Series 66 Uniform Combined State Law Examination.
Ability to work independently and as a team member with excellent interpersonal skills.Estimated Salary: $20 to $28 per hour based on qualifications.
The Financial Advisor will advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Tasks:
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Answer clients' questions about the purposes and details of financial plans and strategies.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Manage client portfolios, keeping client plans up-to-date.
Contact clients periodically to determine any changes in their financial status.
Prepare or interpret for client's information such as investment performance reports, financial document summaries, or income projections.
Recruit and maintain client bases.
Requirements:
Bachelor's degree in finance/accounting or related field preferred
3-5 years business related experience.
Must be able to make decisions and solve problems that are general in nature and for which there are precedents.
Strong analytical and problem solving skills.
Effective written and verbal communication skills.
Successful completion of: (1) the Series 65 Uniform Investment Adviser Law Examination; (2) the Series 7 General Securities Representative Examination in combination with the Series 66 Uniform Combined State Law Examination.
Ability to work independently and as a team member with excellent interpersonal skills.Estimated Salary: $20 to $28 per hour based on qualifications.
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