JOB DESCRIPTION
Financial Advisor
We are seeking a knowledgeable and client-focused Financial Advisor to join our team. In this role, you will provide personalized financial guidance to individuals and businesses, helping them achieve their short- and long-term financial goals. Responsibilities include assessing clients’ financial situations, developing tailored financial plans, recommending investment strategies, and offering advice on retirement planning, insurance, taxes, and budgeting. The ideal candidate will have strong analytical skills, excellent communication abilities, and a commitment to delivering exceptional client service.
Key Responsibilities:
- Evaluate clients’ financial needs and goals
- Create customized financial plans and investment strategies
- Monitor clients’ financial progress and adjust plans as needed
- Stay current with financial regulations and market trends
- Build and maintain long-term client relationships
Qualifications:
- Bachelor’s degree in finance, economics, or related field
- Relevant certifications (e.g., CFP®, Series 7/66) preferred
- Proven experience in financial planning or advisory services
- Strong interpersonal and analytical skills
