
Financial Advisor at WFH SETUP
21 hours ago
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional's job duties include:
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base
Benefits
* Limitless Income Potential
* Local and International Travels
* Cash Incentives
* Awards and Recognition
* Career and Personal Growth
* Savings and Retirement Plan
* Health Maintenance Organization (HMO)
* Work-Life Balance with Time Freedom
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