Financial Advisor

InfraHire; Simi Valley (CA); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

InfraHire Group in Simi Valley, CA seeks a Financial Advisor to meet with clients, assess financial situations and goals, and provide expert retirement, investment, and risk management guidance. The role includes monitoring portfolios and developing long-term client relationships.

You will identify opportunities within existing clients, network for new business, and collaborate with attorneys, CPAs, and other professionals to deliver comprehensive financial planning services.

Qualifications

• Must have ability to assess client needs and provide expert financial guidance.
• Strong communication and interpersonal skills for client meetings and presentations.

Responsabilités

• Meet with clients to assess financial situations, goals, risk tolerance, and objectives.
• Provide expert advice on retirement planning, investments, insurance, wealth accumulation, and legacy planning.
• Review and monitor client portfolios, making recommendations and adjustments as needed.
• Develop and maintain long-term relationships with clients, including individuals, families, executives, and business owners.
• Identify and pursue additional financial planning opportunities within the existing client base.
• Prospect for new clients through networking, referrals, professional partnerships, and community involvement.
• Build and nurture professional relationships with attorneys, CPAs, and other business professionals.
• Clearly communicate financial concepts and recommendations to clients.
• Collaborate with internal team members to deliver high-quality and responsive client service.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Stay current on financial markets, investment products, retirement strategies, and industry trends.
• Support the overall growth and expansion efforts of the advisory practice.

Connaissances

Client consultations

Financial planning

Portfolio review

Relationship building

Networking

Regulatory compliance

Communication

Team collaboration

Description du poste

Job Summary (List Format) Financial Advisor, Simi Valley, CA

• Meet with clients to assess financial situations, goals, risk tolerance, and objectives
• Provide expert advice on retirement planning, investments, insurance, wealth accumulation, and legacy planning
• Review and monitor client portfolios, making recommendations and adjustments as needed
• Develop and maintain long-term relationships with clients, including individuals, families, executives, and business owners
• Identify and pursue additional financial planning opportunities within the existing client base
• Prospect for new clients through networking, referrals, professional partnerships, and community involvement
• Build and nurture professional relationships with attorneys, CPAs, and other business professionals
• Clearly communicate financial concepts and recommendations to clients
• Collaborate with internal team members to deliver high-quality and responsive client service
• Maintain accurate client records and ensure compliance with regulatory requirements
• Stay current on financial markets, investment products, retirement strategies, and industry trends
• Support the overall growth and expansion efforts of the advisory practice