Connect with clients to understand their financial needs and goals
Guide clients on retirement planning, estate planning, asset allocation, and investment strategies
Develop and implement tailored financial plans to help clients reach their objectives
Regularly review and adjust clients' investment portfolios to ensure alignment with their goals
Keep up with industry trends and regulations to offer the most current advice

At least 3 years in financial planning and investment management
Experience with high net worth clients is a plus
Bachelor's degree in Finance, Accounting, Economics, or a related field
A Master's degree is a bonus
Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7)
Applicable State Life and Annuity Insurance Licenses
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills

Financial Advisor

Key skills