Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our existing clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and update their strategic financial plan. The ideal candidate is capable of interpreting financial statements and financial planning software, has excellent communication and presentation skills, and has a track record of successful financial guidance.
Responsibilities
Gather information to understand each client’s overall financial situation and financial plan progress
Make recommendations around a variety of financial products and services
Network and develop relationships to increase the current client base
Seek out opportunities to make presentations, provide education, and sell services
Maintain up-to-date knowledge of the market and industry trends
Qualifications
Bachelor’s degree in finance or a related field
Previous experience as a Financial Adviser or related position
Current certificate of qualifications (Series 65 or CFP)
Ability to provide reliable, data-based financial advice
Ability to explain complex financial information in simple terms
Excellent negotiation, communication, and presentation skills
Numbers & Facts
Location
CANONSBURG, PA
Job Type
Full-time
Skills
Communication Skillsunmatched
Data Collectionunmatched
Dental Insuranceunmatched
Financeunmatched
Finance Softwareunmatched
Financial Planningunmatched
Financial Servicesunmatched
Financial Statementsunmatched
Health Insuranceunmatched
Industry/Trade Analysisunmatched
Market Trend Analysisunmatched
Needs Assessmentunmatched
Negotiation Skillsunmatched
People Managementunmatched
Presentation/Verbal Skillsunmatched
Salesunmatched
Series 65unmatched
Strategic Planningunmatched
Training/Teachingunmatched
Vision Planunmatched
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