Financial Advisor

Sean K Heslin Heslin Wealth Management; Palm Springs (CA); Híbrido; USD 80.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work arrangement

Descripción de la vacante

Heslin Heslin Wealth Management in Palm Springs, CA seeks a full-time Financial Advisor to meet with clients, assess goals, and design tailored financial and retirement plans. You will analyze investments, recommend strategies, and review portfolios, while maintaining ongoing client communication and preparing reports.

Responsibilities include staying current with market trends and regulatory changes, and helping grow the practice by expanding client relationships and pursuing new business

Formación

• Strong skills in financial planning and retirement planning to design goal-based client strategies.
• Solid knowledge of finance and investments to analyze portfolios and recommend appropriate investment solutions.
• Demonstrated experience in financial advisory, including client-facing consultation and long-term relationship management.
• Professional certifications (e.g., CFP, CPA) preferred.
• Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent professional experience.
• Excellent analytical, problem-solving, and quantitative abilities, with strong attention to detail.
• Clear and professional verbal and written communication skills, including the ability to explain complex concepts simply.
• High ethical standards, discretion with sensitive information, and commitment to regulatory compliance.
• Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.

Responsabilidades

• Meet with clients to assess financial goals and current situations.
• Analyze financial data and develop tailored financial and retirement plans.
• Evaluate investment options and recommend strategies aligned with client risk profiles.
• Review portfolios to ensure alignment with goals and regulatory changes.
• Prepare reports and presentations; communicate ongoing updates to clients.
• Grow the practice by building client relationships and identifying new business opportunities.

Conocimientos

Financial planning

Retirement planning

Finance and investments

Financial advisory

Client-facing consulting

Relationship management

Analytical skills

Communication skills

Regulatory compliance knowledge

Educación

Bachelor's degree in Finance, Economics, or Business

CFP or CPA preferred

Descripción del empleo

Company Description Heslin Heslin Wealth Management is a financial services firm based at 777 E Tahquitz Canyon Way, Suite 323, in Palm Springs, California. The firm focuses on providing personalized wealth management and financial advisory services to many individuals and families, many LGBT. Team members work closely with clients to understand their goals and help them make informed financial decisions. The company values professionalism, integrity, and long-term client relationships, creating a supportive environment for both clients and advisors.

Role Description This is a full-time Financial Advisor role in a hybrid work arrangement, with primary responsibilities based in Palm Springs, CA and some work-from-home flexibility. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop tailored financial and retirement plans. Daily tasks include evaluating investment options, recommending strategies aligned with clients’ risk profiles, and reviewing portfolios to ensure they remain on track. The role involves ongoing client communication, preparing reports and presentations, and staying current with market trends and regulatory changes. The Financial Advisor will also help grow the practice by building client relationships and identifying new business opportunities.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based client strategies.
• Solid knowledge of Finance and Investments to analyze portfolios and recommend appropriate investment solutions.
• Demonstrated experience in Financial Advisory, including client-facing consultation and long-term relationship management.
• Relevant professional certifications (e.g., CFP, CPA, or other financial credentials) preferred.
• Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent professional experience.
• Excellent analytical, problem-solving, and quantitative abilities, with strong attention to detail.
• Clear and professional verbal and written communication skills, including the ability to explain complex concepts simply.
• High ethical standards, discretion with sensitive information, and commitment to regulatory compliance.
• Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.