Financial Advisor

1847Financial; Naples (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading financial firm is seeking a Financial Advisor to join their remote team. This full-time role involves financial planning, retirement planning, and managing investments. Ideal candidates will possess strong analytical skills, a Bachelor's degree in a related field, and the ability to work independently while providing exceptional advisory services.

Qualifications

• Entry-level position requiring a Bachelor's degree in a related field.
• Strong communication and analytical skills are essential.
• Experience in financial planning and advisory services preferred.

Responsibilities

• Responsible for financial planning and managing investments.
• Provide financial advisory services and oversee finance-related tasks.

Skills

Financial Planning

Retirement Planning

Analytical Skills

Problem-Solving Skills

Communication

Interpersonal Abilities

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

Company Description

1847Financial is a firm that values independence and collaboration for financial professionals, offering support and guidance without sacrificing freedom. The firm believes in the #StrongerTogether motto, providing financial professionals with the freedom to build their practice according to their vision and goals while being supported by a team of coaches and specialists.

Role Description

This is a full-time remote role for a Financial Advisor at 1847Financial. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, managing investments, and overseeing finance-related tasks on a day-to-day basis.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Financial Advisory
• Knowledge of finance principles
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business, or related field

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Note: The information about referrals, notifications, and location-specific salary ranges can be omitted as they are not part of the core job description.