Asesor financiero

BETH ANDREWS LLC; Canonsburg (Washington County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Dental insurance

Vision insurance

Careers advancement opportunities

Competitive compensation

Job summary

BETH ANDREWS LLC seeks a Financial Advisor to educate clients on investment choices and update strategic financial plans. You will interpret financial statements and use planning software to guide decisions.

Ideal candidates have a bachelor’s degree in finance, prior advisory experience, and a current Series 65 or CFP certificate, plus strong communication and presentation skills. You will build relationships, present education sessions, and provide data-based financial guidance to expand our

Qualifications

• Bachelor’s degree in finance or related field.
• Experience as Financial Adviser or related position.
• Current Series 65 or CFP certificate.
• Ability to provide reliable, data-based financial advice.
• Ability to explain complex financial information clearly.
• Excellent negotiation, communication, and presentation skills.

Responsibilities

• Gather information to understand each client’s overall financial situation and financial plan progress
• Make recommendations around a variety of financial products and services
• Network and develop relationships to increase the current client base
• Seek out opportunities to make presentations, provide education, and sell services
• Maintain up-to-date knowledge of the market and industry trends

Skills

Communication

Presentation

Negotiation

Data-based guidance

Education

Bachelor’s degree in finance or related field

Series 65 or CFP certification

Job description

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Dental insurance
• Vision insurance

Benefits/Perks

• Careers Advancement Opportunities
• Competitive Compensation

Job Summary

We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our existing clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and update their strategic financial plan. The ideal candidate is capable of interpreting financial statements and financial planning software, has excellent communication and presentation skills, and has a track record of successful financial guidance.

Responsibilities

• Gather information to understand each client’s overall financial situation and financial plan progress
• Make recommendations around a variety of financial products and services
• Network and develop relationships to increase the current client base
• Seek out opportunities to make presentations, provide education, and sell services
• Maintain up-to-date knowledge of the market and industry trends

Qualifications

• Bachelor’s degree in finance or a related field
• Previous experience as a Financial Adviser or related position
• Current certificate of qualifications (Series 65 or CFP)
• Ability to provide reliable, data-based financial advice
• Ability to explain complex financial information in simple terms
• Excellent negotiation, communication, and presentation skills