Experienced Financial Professional & Advisor

Who are we looking for?

Experienced Financial Professional & Advisor

Financial Advisor Responsibilities:

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Respond to prospective customer queries about financial planning
  • Assist in the development plans for the company
  • Offer subject matter expertise to fellow Financial Advisors
  • Maintain awareness of latest legislative changes that may affect financial planning

Financial Advisor Skills & Qualifications:

  • 3+ years’ industry experience as a Financial Advisor
  • Bachelor’s Degree in Finance or related field
  • Experience managing assets under management (AUM) of $10+ million
  • Possess strong knowledge of the investment business and strong understanding of financial planning concepts
  • Experience with financial planning software
  • Excellent computer, interpersonal and communication skills