FINANCIAL ADVISOR

Finaltllc; Spokane (WA); On-site; USD 65,000 - 100,000; Full time

Job summary

Finaltllc is seeking a knowledgeable Financial Advisor to join our Spokane team. You will provide personalized financial guidance to individuals and businesses, helping them achieve short- and long-term goals.

The role emphasizes client service, planning, and investment strategies, with a focus on retirement, budgeting, insurance, and taxes. A strong analytical mindset and excellent communication are essential.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• Proven experience in financial planning or advisory services.
• Strong interpersonal and analytical skills.

Responsibilities

• Evaluate clients’ financial needs and goals
• Create customized financial plans and investment strategies
• Monitor clients’ financial progress and adjust plans as needed
• Stay current with financial regulations and market trends
• Build and maintain long-term client relationships

Skills

Interpersonal skills

Analytical skills

Education

Bachelor's degree in finance or related field

Job description

We are seeking a knowledgeable and client-focused Financial Advisor to join our team. In this role, you will provide personalized financial guidance to individuals and businesses, helping them achieve their short- and long-term financial goals. Responsibilities include assessing clients’ financial situations, developing tailored financial plans, recommending investment strategies, and offering advice on retirement planning, insurance, taxes, and budgeting. The ideal candidate will have strong analytical skills, excellent communication abilities, and a commitment to delivering exceptional client service.

Key Responsibilities:

• Evaluate clients’ financial needs and goals
• Create customized financial plans and investment strategies
• Monitor clients’ financial progress and adjust plans as needed
• Stay current with financial regulations and market trends
• Build and maintain long-term client relationships

Qualifications:

• Bachelor’s degree in finance, economics, or related field
• Proven experience in financial planning or advisory services
• Strong interpersonal and analytical skills