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Job description
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Bachelor’s degree in business administration, finance, or related field is required • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Compensation:
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nCompensation:
$120,000 per year
Worksite address
orlando, FL, 32885, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.