Wealth Advisor & Financial Planning Specialist
CIO Applications Europe
14 days+
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Benefits offered by this job
Job summary
A financial services organization is looking for a Financial Advisor to deliver comprehensive banking solutions and manage client relationships. This role involves providing financial planning advice, identifying business opportunities, and ensuring compliance with regulatory standards. Ideal candidates will have 4-6 years of experience, relevant financial licenses, and strong communication skills. Benefits include health insurance, retirement plans, and more. Join us in enhancing the client experience with strategic insights and comprehensive solutions.
Qualifications
- 4-6 years of relevant experience.
- Strong knowledge of financial industry.
- Technical proficiency in financial products.
Responsibilities
- Provide financial and investment planning and advice.
- Achieve sales targets for new asset sales and financial planning.
- Identify opportunities during customer conversations.
Skills
Strong working knowledge of financial industry
In-depth experience with managed products
Analytical and problem solving skills
Collaboration & team skills
Verbal & written communication skills
Education
Post-secondary degree in related field
FINRA Series 6, 63 & 65 Licenses or Series 7 & 66
Life and Health Insurance Producer's License
Job description
A financial services organization is looking for a Financial Advisor to deliver comprehensive banking solutions and manage client relationships. This role involves providing financial planning advice, identifying business opportunities, and ensuring compliance with regulatory standards. Ideal candidates will have 4-6 years of experience, relevant financial licenses, and strong communication skills. Benefits include health insurance, retirement plans, and more. Join us in enhancing the client experience with strategic insights and comprehensive solutions.
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