Job Description:
This is hourly Paid Job (US-Remote) Work from home.
We are looking to hire a financial advisor to join our team. You will
spend your day talking to clients about their financial objectives and
risk tolerance and then recommend an appropriate financial planning
strategy. To excel in this tightly regulated role you should already
have the appropriate licenses and deep knowledge of all the latest
financial products on the market.
Financial Advisor Responsibilities:
- Talking
to clients to determine their expenses, income, insurance coverage,
financial objectives, tax status, risk tolerance, or other information
needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising
strategies for clients in insurance coverage, investment planning, cash
management, and other areas to help them reach financial objectives.
- Reviewing
client accounts and plans on a regular basis to understand if life or
economic changes, situational concerns, or financial performance
necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Financial Advisor Requirements:
- Bachelor's degree in business, finance, or related field.
- 1-2 years of sales experience.
- Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
- Life and health license.
- Valid drivers license.
- Knowledge of mutual funds, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
Required Skills:
SecuritiesFinancial PerformancePowerPointCash ManagementFinancial DataFinancial PlanningRegistrationTaxExpensesInsuranceCashStrategyFinancePlanningBusinessSalesManagement