Sustainable Wealth Advisor

Course Advisor; United States; On-site; USD 41,590 - 208,000; Full time

Job summary

Course Advisor seeks a Personal Financial Advisor to guide clients in financial planning using expertise in tax strategies, investments, and insurance. Responsibilities include recruiting clients, recommending products, and reviewing accounts regularly to assess needs. Ideal candidates should have strong communication skills and a service-oriented mindset. A solid understanding of financial markets and products is essential. The average salary ranges between $41,590 and $208,000, based on experience and location.

Qualifications

• Ability to maintain client relationships effectively.
• Experience in recommending financial products and strategies.
• Knowledge of various investment options and insurance plans.

Responsibilities

• Advise clients on financial plans and strategies.
• Recruit and manage a client base.
• Review clients’ accounts regularly to assess financial plans.

Skills

Active Listening

Reading Comprehension

Speaking

Judgment and Decision Making

Critical Thinking

Service Orientation

Tools

Microsoft Excel

Microsoft Word

Salesforce software

Oracle E-Business Suite Financials

Microsoft PowerPoint

Intuit Quicken

Job description

Course Advisor seeks a Personal Financial Advisor to guide clients in financial planning using expertise in tax strategies, investments, and insurance. Responsibilities include recruiting clients, recommending products, and reviewing accounts regularly to assess needs. Ideal candidates should have strong communication skills and a service-oriented mindset. A solid understanding of financial markets and products is essential. The average salary ranges between $41,590 and $208,000, based on experience and location.