Financial Advisor
2 months ago
Job Description
- A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning, investments, and insurance options.
- Their duties include meeting with clients to establish their needs and onboarding them into the company through giving them investment/insurance plans that suit their specific needs.
Responsibilities
- 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 and establishing progressive savings accounts
- 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
Experience
- Candidates should possess 0 - 3 years of work experience.
Skills:
- In-depth understanding of employer, industry and federal regulations guiding the financial industry space.
- Knowledge of financial options, including investments, savings accountsoptions
- Proficiency with word processing, spreadsheet and power point.
- Thinking skills and the ability to assess clients’ needs
- Excellent communication abilities, including writing, speaking and active listening
- Effective sales, presentation and customer service skills
- Good organization and time management skills.
Remuneration
- Commissions
- Performance pays
- Incentives
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