Job Overview
As a Financial Advisor, you will play a pivotal role in guiding clients through their financial journeys. Your expertise in financial planning, investment management, and wealth management will help clients achieve their financial goals. You will be responsible for developing personalized financial strategies that encompass estate planning, tax strategies, and portfolio management. This position requires a strong understanding of financial concepts and the ability to build lasting relationships with clients.
Duties
- Conduct comprehensive financial analyses to assess clients' needs and objectives.
- Develop tailored financial plans that include investment management, cash management, and estate planning.
- Provide guidance on wills, trusts, and estate law to ensure clients' assets are protected.
- Stay informed about securities law and tax regulations to provide accurate advice.
- Utilize financial software to create reports and track client portfolios effectively.
- Maintain strong customer relationship management practices to foster trust and loyalty among clients.
- Collaborate with clients to review their financial progress and adjust strategies as needed.
- Engage in ongoing research to stay updated on market trends and investment opportunities.
- Leverage your knowledge of accounting principles, including corporate accounting and public accounting, to enhance client services.
Experience
- Proven experience in financial sales or a related field is preferred.
- Strong background in financial services with an emphasis on wealth management and asset management.
- Familiarity with technical accounting principles and practices is advantageous.
- Demonstrated ability in portfolio management and cash flow analysis.
- Excellent math skills for accurate financial calculations and assessments.
- Experience with customer relationship management systems is beneficial.
- A solid understanding of investment strategies and risk assessment techniques. This role is ideal for individuals who are passionate about helping others achieve their financial aspirations while utilizing their expertise in various aspects of finance. If you possess the skills outlined above and are eager to make a positive impact in the lives of your clients, we encourage you to apply for this rewarding position.
Job Types: Full-time, Part-time
Pay: $68,324.11 - $82,282.80 per year
Benefits:
- Life insurance
- Professional development assistance
Work Location: Hybrid remote in San Jose, CA 95138
