What are the responsibilities and job description for the Financial Advisor position at Blue Rock Financial Group?
Company Description
Blue Rock Financial Group is a registered investment advisor offering investment advisory and related services to clients across the nation. The firm ensures compliance by maintaining all necessary registrations and licenses required by various states. To learn more about our services and values, visit our website at www.bluerockfg.com.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Rehoboth Beach, DE. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services to our clients. Day-to-day tasks include assessing clients' financial needs, developing tailored financial plans, and monitoring clients' financial goals and investment portfolios.
Qualifications
- Skills in Financial Planning, Retirement Planning, and Investments
- Experience in Finance and Financial Advisory
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Proficiency in financial software and tools
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Economics, or a related field
- Certified Financial Planner (CFP) or similar certification is a plus