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Financial Advisor

Bluecrest Financial Alliances
Dallas, TX Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/18/2025

Job Description

Job Description

About us :

Bluecrest Financial Alliances is a dynamic company known for its robust financial solutions, serving a broad spectrum of clients. We pride ourselves on our commitment to professional development, high ethical standards, and a collegial and team-oriented environment. Bluecrest believes everyone should have the opportunity to achieve financial success and works relentlessly to empower our clients with innovative financial strategies.

The Opportunity :

We are currently seeking a mid-level Financial Advisor to join our team. This role offers a remarkable chance to make a significant impact, interacting directly with clients and working closely with our high-performing team. The selected candidate will help our clients achieve their financial goals through personalized financial strategies.

Job Responsibilities :

  • Assess client's overall financial picture, understand their needs and develop a solid financial plan.
  • Guide clients towards a profitable and secure financial decision.
  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
  • Review and respond to clients’ changing needs and financial circumstances.
  • Comply with all industry rules and regulations.

Desired Qualifications :

  • Bachelor's degree in finance, economics or related field.
  • Proven working experience as a Financial Advisor, Financial Planner or relevant experience.
  • Ability to synthesize complex information and present it in an accessible way.
  • Strong ethics, with a customer-centric approach.
  • Up-to-date knowledge of financial products, legislation, and markets.
  • Nice-to-Haves :

  • CFP, CPA, CFA or relevant professional certifications.
  • Strong sales, negotiation and communication skills.
  • Ability to build and manage client relationships.
  • Experience with financial planning software.
  • In-depth knowledge of tax laws, investment strategies and financial planning.
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