Finance Advisor
Job Summary
Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as a personal financial advisor, financial planner, financial adviser, financial service advisor and investment adviser.
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.
Requirements:
- Bachelor 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 driver’s license.
- Knowledge of mutual fund, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
Job Catalog
See Other Jobs….
- Banker
- Broker
- Cost Analyst
- Cost Estimator
- Credit Analyst
- Credit Manager
- Credit Specialist
- Debt Collector
- Director Finance
- Economist
- Equity Research
- Escrow Assistant
- Finance Assistant
- Finance Manager
- Financial Analyst
- Financial Consultant
- Financial Manager
- Financial Officer
- Financial Planner
- Financial Service Representative
- Head of Finance
- Insurance Advisor
- Investment Banker
- Loan Officer
- Loan Processor
- Mortage Closer
- Mortage Processor
- Mortage Underwriter
- Personal Banker
- Relationship Executive
- Senior Financial Analyst
- Stockbroker
- Tax Specialist
- Teller
- Trader
- Transaction Manager
- Transfer Agent
- Wealth Manager
- Bank Teller