Insurance Advisor jobs in United States

Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services.

Job Description

We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.

Key Responsibilities

• Client Consultations : Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.
• Financial Planning : Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
• Investment Management : Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.
• Ongoing Support : Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.
• Compliance : Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.
• Education and Guidance : Educate clients on financial products and strategies, helping them make informed decisions.

Qualifications

• Education : Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.
• Experience : Minimum of 3-5 years of experience in financial planning or a related field.
• Skills : Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficiency with financial planning software and tools. Detail-oriented with strong organizational skills. Prospecting and maturing relationships.
• Ethics : High level of integrity and commitment to maintaining client confidentiality.

We offer competitive commission performance-based bonuses, professional development and continuing education opportunities, and a supportive and collaborative work environment.