Financial Advisor

A.B.E Financial Services; Colorado Springs (CO); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Financial Advisor for a full-time remote role. The advisor will develop client relationships, provide strategic financial advice, and create customized financial plans. Ideal candidates will possess strong analytical skills and relevant qualifications in finance.

Qualifications

• Expertise in Financial Planning and Finance.
• Professional certifications such as CFP, CFA are a plus.

Responsibilities

• Develop and maintain client relationships.
• Conduct financial analyses and advise clients.
• Monitor financial markets for informed decisions.

Skills

Financial Planning

Retirement Planning

Investments

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Education

Associate degree in Finance

Associate degree in Economics

Job description

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This is a full-time remote role for a Financial Advisor at A.B.E Financial Services. The Financial Advisor will be responsible for developing and maintaining client relationships, providing strategic financial advice, and creating customized financial plans. Daily tasks include conducting financial analyses, advising clients on retirement planning and investments, and monitoring financial markets to make informed decisions.

Qualifications

• Expertise in Financial Planning and Finance
• Skills in Retirement Planning and Investments
• Experience in Financial Advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Associate degree in Finance, Economics, or related field
• Professional certifications such as CFP, CFA are a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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