Personal Finance Advisor

Jobtailor; Richmond (CA); On-site; USD 65,000 - 110,000; Full time

Job summary

Jobtailor is seeking a financial advisor to develop lasting client relationships and provide tailored financial advice.

The role involves advising on investments, loans, and insurance, while maintaining risk-aware client service and active outreach within the community.

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Recommend investments, loans and insurance products
• Serve as a financing expert advisor and resource person for the caisse
• Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and assess member/client satisfaction and service quality
• Follow up and identify areas for improvement
• Stay up-to-date on financial services industry developments, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Skills

Investment recommendations

Risk management

Client relationship management

Mutual fund knowledge

Insurance products knowledge

Education

College diploma

Two years of relevant experience

Mutual fund representative certificate

French language proficiency

Job description

• Develop and maintain lasting and trusting business relationships with members and clients
• Listen to members’ and clients’ needs and provide advice suited to their financial situations
• Help members and clients choose appropriate solutions to meet their financial goals
• Recommend investments, loans and insurance products
• Serve as a financing expert advisor and resource person for the caisse
• Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
• Work with partners and experts to design integrated strategies
• Advise members and clients on the best strategies and identify expected results
• Manage business relationships and assess member/client satisfaction and service quality
• Follow up and identify areas for improvement
• Stay up-to-date on financial services industry developments, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Requirements

• College diploma in a related field
• A minimum of two years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Core Competencies

Demonstrates expertise in financial advisory services, focusing on developing tailored solutions for clients' financial goals while maintaining strong business relationships. Proficient in risk management and staying informed on industry trends to enhance client satisfaction and service quality.

Highest-signal resume keywords

• Financial Advisory Services
• Risk Management
• Client Relationship Management
• Mutual Fund Representative Certificate
• Bilingual in French

Hard Skills

• Investment Recommendations
• Loan Products Knowledge
• Insurance Products Knowledge
• Financial Solutions Development
• Market Trends Analysis

Soft Skills

• Interpersonal Communication
• Listening Skills
• Problem Solving
• Client Satisfaction Focus

Certifications & Qualifications

• Mutual Fund Representative Certificate

Industry Keywords

• Financial Services
• Business Relationships
• Client Needs Assessment
• Service Quality Improvement
• Outreach Activities