Overview
Financial Advisor
We’re looking for an experienced Financial Advisor Associate who will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.
Responsibilities:
- You will learn to conduct financial analysis, prepare financial plans, make investment recommendations, and help clients achieve their goals
- You will have the opportunity to develop your expertise in all areas of financial planning, strengthening your ability to serve high-net-worth clients as a future financial advisor
- Onboarding new clients, servicing existing clients, and demonstrating proficiency in integrating the advice of CFAs, CPAs, and JDs into the client relationship
- Client service, including preparing for client meetings, updating plans, reviewing portfolios, preparing reports, and implementing recommendations
- Supporting advisors in providing comprehensive financial planning, including cash flow analysis, investments, retirement, insurance, tax, and estate planning
Requirements:
- 3-5 years’ experience in the financial services industry
- Bachelor’s degree from an accredited college with a concentration in accounting, economics, or finance
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software
- Ability to analyze and summarize complex financial information, make presentations of that information, communicate its contents, and make recommendations for appropriate courses of action
- Ability to maintain matters of a highly confidential nature
Locations: Virginia, Iowa, Arizona, California, Oregon, Kentucky, Tennessee, Indiana, Texas, South Carolina, Alabama, Georgia, Maryland and Florida
If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your resume to Financialcareers@hireresolve.us.com
Alternatively, you are welcome to connect with the Finance team Caitlin, Samantha, Erin or Lauren on LinkedIn.
Please note that correspondence will only be conducted with shortlisted candidates for this position.
Please consider your application unsuccessful if you do not hear from us within 3 days.
