What are the responsibilities and job description for the Financial Advisor position at TechKuber?
Position: Financial Advisor
Location: Plantation, Florida
Duration: Full Time Permanent
Shift: 8 Hours a day 40 hours a week
Pay Range: USD According to experience Annually/Yearly Relocation package and benefits
Role Description
The Financial Advisor will be responsible for mainly bringing assets and building relationships as all the investing is done by the firm's two portfolio managers. This allows the advisor to focus on the asset gathering part of the business.
Qualifications
Series 65 / ability to bring assets, clients. If you are not in the position to generate revenue by bringing assets, this is not the job for you, as most of the compensation will come from revenue generated by the advisors.
Attractive payout which includes equity participation for the right candidate.
- Experience in Finance and Investments
- Financial Advisory expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Knowledge of financial regulations and compliance
- Bachelor's degree in Finance, Economics, Business, or related field
- Certifications such as CFP (Certified Financial Planner) are a plus