Financial Advisor

Boulder Connect; City of Olean (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Comprehensive training

Licensing support

Professional growth opportunities

Job summary

Boulder Connect is seeking a Financial Advisor to deliver personalized investment advice, retirement planning, and wealth management services to individual investors and small businesses. You will build and manage client portfolios, develop tailored financial strategies, and attract new clients through relationship-based guidance.

You will analyze client goals, recommend investment and insurance solutions, and ensure adherence to regulatory standards, with comprehensive training and licensing

Qualifications

• Strong interpersonal and communication skills for client engagement.
• Ability to develop customized financial strategies.
• Knowledge of investment, insurance, and retirement products.
• Commitment to ethical standards and regulatory compliance.

Responsibilities

• Build and manage a client portfolio through relationship-based guidance.
• Develop and implement long-term financial strategies tailored to client needs.
• Prospect and attract new clients to expand the client base.
• Conduct needs analyses to identify client goals and recommend suitable investment and insurance solutions.
• Ensure compliance with regulatory standards.

Skills

Relationship mgmt

Customized plans

Investment products

Regulatory compliance

Job description

Role: Financial Advisor responsible for delivering personalized investment advice, retirement planning, and wealth management services to individual investors and small businesses.

Key Responsibilities

• Build and manage a client portfolio through relationship-based guidance.
• Develop and implement long-term financial strategies tailored to client needs.
• Prospect and attract new clients to expand the client base.
• Conduct needs analyses to identify client goals and recommend suitable investment and insurance solutions.
• Ensure compliance with regulatory standards.

Qualifications & Skills

• Strong interpersonal and communication skills for client engagement.
• Ability to develop customized financial strategies.
• Knowledge of investment, insurance, and retirement products.
• Commitment to ethical standards and regulatory compliance.

Additional Information: Comprehensive training, licensing support, and professional growth opportunities are provided within a collaborative, community-focused environment.