Financial Advisor

Job Description

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• Assess clients' financial needs and goals through detailed consultations.
• Provide tailored investment, retirement, tax, and insurance advice.
• Create comprehensive financial plans and strategies to help clients achieve their objectives.
• Monitor client portfolios, making adjustments as needed based on market conditions and life changes.
• Stay informed on industry trends, market conditions, and changes in financial regulations.
• Cultivate and manage a book of business, developing strong client relationships.
• Educate clients on financial products and services to help them make well-informed decisions.
• Proactively address client inquiries, ensuring an exceptional customer service experience.
• Meet and exceed sales targets and performance metrics.

• Bachelor\'s degree in Finance, Economics, Business, or related field (required).
• Proven experience in financial planning or advisory services.
• Active licenses (Series 7, Series 66, CFP, or equivalent, depending on jurisdiction) preferred.
• Strong knowledge of financial products, investment strategies, and market trends.
• Exceptional communication, interpersonal, and customer service skills.
• Ability to analyze complex financial data and present it in an understandable manner.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work independently and as part of a team.
• High ethical standards and adherence to regulatory compliance.
• Sales-driven with a focus on building and maintaining client relationships.

Wealth Management Security Analysis Stock Trading Bond Transaction Industry Research Quantitative Analysis Interpersonal Skills Communication Skills

If the position requires you to work overseas, please be vigilant and beware of fraud.

• withholds your ID,
• requires you to provide a guarantee or collects property,