Financial Advisor - Strategy, Education & Client Growth

BETH ANDREWS LLC; Canonsburg (Washington County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Dental insurance

Vision insurance

Careers advancement opportunities

Competitive compensation

Job summary

BETH ANDREWS LLC seeks a Financial Advisor to educate clients on investment choices and update strategic financial plans. You will interpret financial statements and use planning software to guide decisions.

Ideal candidates have a bachelor’s degree in finance, prior advisory experience, and a current Series 65 or CFP certificate, plus strong communication and presentation skills. You will build relationships, present education sessions, and provide data-based financial guidance to expand our

Qualifications

• Bachelor’s degree in finance or related field.
• Experience as Financial Adviser or related position.
• Current Series 65 or CFP certificate.
• Ability to provide reliable, data-based financial advice.
• Ability to explain complex financial information clearly.
• Excellent negotiation, communication, and presentation skills.

Responsibilities

• Gather information to understand each client’s overall financial situation and financial plan progress
• Make recommendations around a variety of financial products and services
• Network and develop relationships to increase the current client base
• Seek out opportunities to make presentations, provide education, and sell services
• Maintain up-to-date knowledge of the market and industry trends

Skills

Communication

Presentation

Negotiation

Data-based guidance

Education

Bachelor’s degree in finance or related field

Series 65 or CFP certification

Job description

BETH ANDREWS LLC seeks a Financial Advisor to educate clients on investment choices and update strategic financial plans. You will interpret financial statements and use planning software to guide decisions.

Ideal candidates have a bachelor’s degree in finance, prior advisory experience, and a current Series 65 or CFP certificate, plus strong communication and presentation skills. You will build relationships, present education sessions, and provide data-based financial guidance to expand our