Financial Advisor
- business Andrew Garrett, Inc.
- directions_car 12401 Kingston
- workFull-timePart-timeContractorOther
HIGH PAYOUTS. The Financial Advisor position provides comprehensive financial planning and advice to help clients. As the Financial Advisor, you will work one-on-one with clients to develop an individually tailored menu of financial services. You will prepare for and participate in regular review meetings with wealth management clients.
Qualifications:
• A bachelor's degree is required. Emphasis on financial planning, finances or accounting/tax is a plus.
• Own Book of Business
• Must have the following registrations: Series 7 and Series 63/65 or Series 66.
• A minimum of 3 years of industry experience
• Insurance license preferred
• The ability to understand complex financial information is necessary.
• The Financial Advisor will have the ability to provide a high level of client service in a calm, courteous and professional manner is a must.
• Excellent computer skills, including experience in Microsoft Office.
• Experience with financial planning tools is a plus
• Strong presentation and communication skills as well as multi-tasking abilities
• Confidence in client relations
• Passion for new opportunities to grow your individual financial advising practice.
• Valid Driver’s license, reliable transportation, with the ability to meet clients at various locations
Responsibilities
• Financial Advisor will counsel clients on investment strategies and other financial decisions
• Financial Advisor will review and discuss documents and performances to clients
• Financial Advisor will prepare presentations to recommend financial products
• Financial Advisor will assess all of clients financial situation
• Financial Advisor will either come equipped with or network and build relationships with clients
Place of work
United States of America
Comparable jobs
- Registered Representative
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Local radius
- New York City
- Los Angeles
- Chicago
- Brooklyn
- Houston
- Queens
- Philadelphia
- Phoenix
- Manhattan
- San Antonio
Job ID: 7638708 / Ref: 931ce3037217bd9eae764d4918deeada