Financial Advisor

This Jobot Job is hosted by: Evan Flynn

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Salary: $55,000 - $75,000 per year

Our client offers a range of services, including personal and business banking, loans, wealth management, and trust services.

• Medical/Dental/Vision
• Flexible work schedule
• 401k
• BONUS

Job Details:

We are seeking a dynamic and experienced Financial Advisor to join our growing team. This role offers an exciting opportunity to provide financial guidance and support to our diverse clientele. The successful candidate will be responsible for helping clients identify their financial goals, developing strategic financial plans, and providing a broad range of financial services. This position requires a deep understanding of financial markets, investment strategies, risk management, and regulatory requirements. The ideal candidate should have a strong background in wealth and asset management, retirement planning, and insurance planning.

Responsibilities:

• Develop comprehensive financial plans to help clients achieve their financial goals.
• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
• Assess the client's overall financial picture, understand their needs and develop a robust financial plan.
• Guide clients towards a profitable and secure financial decision.
• Cultivate client base and build win-win relationships.
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas.
• Implement effective strategies for acquiring and retaining clients.
• Keep abreast of new industry’s trends and research market to back up financial consulting.
• Oversee the course of the financial plan and update it, if necessary, to ensure profits.
• Comply with all industry rules and regulations.
• Liaise with providers, solicitors, valuers and other professionals to progress transactions to a satisfactory conclusion.

Qualifications:

• Proven working experience as a Financial Advisor, Planner or relevant experience (2+ years required).
• Track record of successful financial guidance.
• Ability to analyze market’s financial data and to provide appropriate data-based advice.
• Proficient in MS Office, with an ability to produce clear reports and presentations.
• Strong ethics, with a customer-oriented attitude.
• Outstanding problem-solving skills and a good listener.
• Excellent communication, interpersonal and negotiation skills.
• Attention to detail and strong analytical thinking.
• Professional certification such as CFP (Certified Financial Planner) is a strong advantage.
• A degree in finance, economics or related field is required. A Master’s degree or higher is preferred.
• Deep understanding of the financial planning process and the ability to handle complex financial planning issues.
• Strong sales experience, with a proven track record of achieving sales targets.
• Comprehensive knowledge of financial planning, wealth management, risk management, retirement planning, financial analysis, insurance planning, asset management, and portfolio management.

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