Direct message the job poster from Crawford Thomas Recruiting
Kailee Tepper
Executive Recruiter at Crawford Thomas Recruiting
Salary
$70-90k base salary
Bonus and Commission
Full benefits
PTO
Job Summary
An Investment Advisor is responsible for providing clients with expert financial advice and personalized investment strategies to help them achieve their financial goals. The role involves assessing clients' financial situations, understanding their investment needs, and recommending appropriate financial products and services.
Job Responsibilities: Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base Provide a holistic view of clients' needs and financial coaching beyond investments Using estate planning tools in creating a holistic client plan
Qualifications: At least 2 years in a Financial Advisor role or equivalent financial services experience Series 65 or equivalent; clean U4 Certified Financial Planning (CFP) certification is preferred Familiarity with investment products and services Ability to build rapport with clients Strong analytical and critical thinking skills Excellent written and verbal communication skills A valid and active Life, Health and Long Term Care Insurance license is preferred Knowledge of Trusts, Wills , Estate Planning Documents
About The Company
Our client provides a wide range of services to help our clients achieve their dreams for the future.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing, Finance, and Administrative
Industries
Banking, Financial Services, and Accounting
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