Job summary
Experienced financial advisor needed to help clients meet their financial goalsProven success record advising long-term clientsStrong math, analysis, and customer service skills required
Responsibilities
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor• Design customized financial plans suitable for each client based on potential life changes and changing financial needs• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations• Ability to understand the needs and financial concerns of clients• Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter• Promote customized ways for clients to achieve their long-term financial goals• Cultivating relationships, with a view to helping every family member or individual pursue financial security• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients• Providing compassion and guidance to clients when unfortunate life circumstances arise• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time
Requirements
• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired• Requires a Bachelor's degree in finance, business administration, or related field• 4-year College Degree (Recommended)• Candidate must be an accomplished communicator with strong verbal and written skills• Prior sales and/or business experience preferred• Business mindset• Strong desire to help others It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment• Purpose-driven goals
Key Skills Needed
• Strong math• Analysis• Customer service• Communication• Sales• Business• Interpersonal management
