Financial Advisor

Key responsibilities

• Client assessment: Conduct a thorough evaluation of a client's financial health, including income, expenses, assets, and liabilities.
• Goal setting: Collaborate with clients to define and set clear financial objectives, such as saving for retirement, education, or purchasing a home.
• Strategy development: Analyze market performance and client data to develop tailored strategies for investments, savings, and debt management.
• Financial planning: Prepare detailed financial plans that may include investment, insurance, tax, and estate planning components.
• Portfolio management: Monitor client portfolios and execute trades or transfers as needed, while ensuring compliance with all regulations.
• Client relationship management: Build and maintain strong, long-term relationships with clients through regular communication and service.
• Market research: Stay current on financial markets, trends, and regulations to provide up-to-date advice.
• Reporting: Prepare financial documents, such as income projections and investment performance reports, for clients.

Required skills and qualifications

• Analytical skills: Ability to analyze complex financial data and interpret market trends.
• Communication skills: Excellent verbal and written communication to clearly explain financial information to clients.
• Interpersonal skills: Strong ability to build rapport and trust with clients.
• Time management: Skills to manage multiple client accounts and deadlines effectively.
• Financial knowledge: Deep understanding of financial products, services, and regulations.
• Professionalism: High ethical standards and the ability to maintain client confidentiality.

Job Type: Full-time

Work Location: In person