The Financial Advisor delivers investment advice and financial planning solutions designed to achieve client financial goals. The advisor builds trust & deepens relationships with the firm’s existing clients and develops new business through referrals and networking opportunities. Experience as a financial advisor, financial planner, investment consultant, investment analyst, or wealth manager is preferred.
- Track record of financial industry success
- Minimum 7 years’ experience
- CFP, or in the process of obtaining
- Strong communication skills
- Self-driven and highly motivated personality
- Ability to listen, understand and give advice
- Willingness to travel at times
- Counsel existing firm clients on all aspects of personal finance
- Provide insight & deliver investment solutions to clients & prospects
- Retain long-term clients
- Help develop comprehensive financial plans
- Develop leads and referrals through existing book of business
- Seek additional assets from existing clients.
- Provide excellent customer service