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Job Post
dreamcareerbuilder.com

Financial advisor

VibesLab Posted: 12 Month
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Description:

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.

Financial Advisor Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

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