Overview:
We are seeking a skilled Financial Advisor to join our team. The ideal candidate will have an established book of business, knowledge in portfolio management, customer relationship management, financial sales, wealth management, financial planning and accounting.
Duties:
- Provide financial planning and advice to clients on investment opportunities
- Conduct research and analysis to develop financial strategies
- Manage client accounts and provide ongoing support
- Offer guidance on tax planning and retirement savings
- Assist clients in achieving their financial goals through tailored recommendations
- Collaborate with clients to understand their financial needs and risk tolerance
Requirements:
- Bachelor's degree in Finance, Accounting, or related field
- Proven experience in financial services, wealth management, or corporate accounting
- Strong knowledge of technical accounting principles
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Series 65. Relevant certifications such as CFP or CFA are a plus
Joining our team as a Financial Advisor offers the opportunity to work in a dynamic environment where you can utilize your expertise while helping clients secure their financial future.
Job Type: Full-time
Pay: From $70,000.00 per year
Compensation package:
Weekly schedule:
Work setting:
Ability to Relocate:
- Austin, TX 78759: Relocate before starting work (Required)
Work Location: Hybrid remote in Austin, TX 78759