Financial Advisor

Job Title: Financial Advisor

Job Summary:
We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will be responsible for providing financial planning, investment advice, and wealth management services to clients, helping them achieve their financial goals. This role requires strong analytical skills, excellent communication, and a commitment to building long-term client relationships.

Key Responsibilities:

• Assess clients' financial needs, goals, and risk tolerance to develop customized financial plans.
• Provide education and expert advice on investments, insurance, retirement planning, estate planning, real estate, debt management, business planning and tax optimization.
• Develop and maintain strong relationships with clients by providing ongoing financial guidance and portfolio reviews.
• Ensure compliance with industry regulations and company policies.
• Identify new business opportunities and expand the client base through networking and referrals.
• Collaborate with other financial professionals, including accountants and attorneys, to provide comprehensive financial solutions.

Qualifications:

• Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or other relevant certification preferred.
• Proven experience as a Financial Advisor, Financial Planner, Accountant / CPA, or similar role.
• In-depth knowledge of financial markets, investment products, and wealth management strategies.
• Excellent interpersonal, communication, and negotiation skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive health and retirement benefits.
• Ongoing professional development and certification support.
• Opportunities for career advancement.

If you are a results-driven financial professional with a passion for helping clients achieve their financial objectives, we encourage you to apply and join our dynamic team!