What are the responsibilities and job description for the Financial Advisor position at Elevated Executive Recruiting?
Financial Advisor
Company Overview
My client is a financial services firm dedicated to providing personalized investment and financial planning solutions. They empower their clients to achieve their financial goals through expert advice and comprehensive strategies.
We are seeking an experienced Financial Advisor with an established book of business to join their dynamic team. On their end, they have created a system of support where you will have the resources and freedom to build and grow your business.
Position Overview
As a Financial Advisor, you will leverage your existing client relationships to deliver tailored financial solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and develop comprehensive investment strategies. This role requires a proactive approach to client management and business development, with a strong emphasis on building lasting relationships.
Job Responsibilities :
- Client Relationship Management : Maintain and deepen relationships with existing clients, providing ongoing support and regular portfolio reviews.
- Business Development : Bring an established book of business and actively seek new clients to expand the firm's client base.
- Financial Planning : Assess clients’ financial situations and develop customized investment strategies to meet their goals, including retirement planning, estate planning, and tax optimization.
- Investment Advice : Provide insights and recommendations on investment products, market trends, and financial strategies.
- Compliance : Ensure adherence to all regulatory requirements and company policies in all client interactions and documentation.
- Collaboration : Work closely with other financial professionals within the firm to provide comprehensive services and support to clients.
- Continuous Learning : Stay informed about industry trends, market conditions, and regulatory changes to better serve clients.
Job Qualifications :