VensureHR
Financial Advisor
VensureHR, Tampa, Florida, us, 33646
Position SummaryFinancial Advisor
is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.
Job ResponsibilitiesGoal Planning:
They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.Budgeting:
Advisors can help you create a budget to boost savings and manage expenses.Investments:
They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.Retirement Planning:
Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.Taxes:
While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.Insurance:
They can help determine if life insurance or annuity products are suitable for you.Help client with financial planning.Retirement plans or disabilities.ct as a financial advisor.Pick up a new account 1 weekly, (own book of business or they will help them to build one).Handle and grow own book of business.Qualifications
College educated, but not mandatory.Mandatory Licenses:
Series 7 registered repSeries 6Series 63 or 65
Experience as a financial advisor of at least 1 year.
is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.
Job ResponsibilitiesGoal Planning:
They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.Budgeting:
Advisors can help you create a budget to boost savings and manage expenses.Investments:
They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.Retirement Planning:
Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.Taxes:
While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.Insurance:
They can help determine if life insurance or annuity products are suitable for you.Help client with financial planning.Retirement plans or disabilities.ct as a financial advisor.Pick up a new account 1 weekly, (own book of business or they will help them to build one).Handle and grow own book of business.Qualifications
College educated, but not mandatory.Mandatory Licenses:
Series 7 registered repSeries 6Series 63 or 65
Experience as a financial advisor of at least 1 year.