Risk Management Advisor

Responsibilities

1. Support senior advisors in sales cycles by conducting thorough financial assessments of clients' current situations.
2. Analyze complex financial concepts and present recommendations in simple terms to clients.
3. Develop and maintain strong relationships with clients through regular communication and meetings.
4. Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or similar major.
• 1 years working in an Investment Advisory Firm or 3 years of sales experience.
• Active FINRA Series 7 license with a 66 or 63, or an active 66 preferred.
• Life, Accident & Health License preferred.