Financial Advisor

Our client, a financial advisory and portfolio management firm, is seeking a dynamic and experienced Financial Advisor to join their growing team. As a Financial Advisor, you will be responsible for providing personalized financial guidance and portfolio management services to help clients achieve their long-term financial goals. This role requires a strong understanding of financial planning, investment strategies, risk management, and wealth preservation.

The ideal candidate will possess exceptional communication skills, the ability to build and maintain client relationships, and a deep knowledge of market trends and regulatory environments.

Key Responsibilities :

• Develop and maintain long-term relationships with clients by providing personalized financial planning and investment management advice.
• Proactively build and manage your own client base by seeking new business opportunities through networking, community engagement, and targeted marketing efforts. Actively pursue new clients through referrals, networking, and business development initiatives.
• Develop and execute prospecting strategies to generate leads and engage new clients
• Assess clients' financial situations, analyze financial data, and recommend appropriate investment strategies and solutions based on their individual goals, risk tolerance, and time horizon.
• Build, monitor, and adjust client portfolios to ensure they align with clients' financial objectives and market conditions.
• Stay updated on relevant financial regulations and ensure all client interactions and financial advice adhere to industry standards and legal requirements.
• Conduct ongoing research on financial markets, economic trends, and investment opportunities to ensure clients receive informed and timely advice.

Qualifications :

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Certified Financial Planner (CFP) , Chartered Financial Analyst (CFA) , or equivalent professional designation preferred.
• 1+ years of experience in financial advisory or wealth management.
• In-depth knowledge of investment products, financial planning, and portfolio management.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple client relationships and provide tailored financial advice.
• Proficiency in financial planning software and other industry tools.
• Series 65 or 66 license required (or willingness to obtain one if holding other securities licenses).