What are the responsibilities and job description for the Financial Advisor position at Bluecrest Financial Alliances?
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 :
Nice-to-Haves :
