What are the responsibilities and job description for the Financial Advisor position at Elite Income Advisors?
About Elite Income Advisors
At Elite Income Advisors, we are driven by a single, powerful philosophy: it’s not about running out of money - it’s about running out of income. We’re not just a firm of financial advisors; we’re dedicated partners in building a secure and fulfilling financial future. Our commitment to excellence guides us as we provide personalized financial education and retirement income solutions, designed to meet the unique needs of each individual. With a focus on prudent financial planning and risk management, we help our clients build retirement income strategies that reflect their life goals, timelines, and risk tolerance.
We believe that retirement isn’t about hitting a specific number; it’s about ensuring that our clients have the income they need to live the life they want. Elite Income Advisors helps clients gain the confidence to make informed decisions and remove the guesswork from their retirement planning.
About This Role
We are seeking an experienced and client-focused Financial Advisor to help individuals and families secure their financial future. In this role, you will play a key part in developing customized financial strategies, fostering long-term client relationships, and upholding our fiduciary commitment to excellence.
Business Development
· Build relationships with key community leaders, professionals, and strategic partners to expand our network and client base.
· Participate in designing and developing key marketing initiatives, driving prospective client, and existing client engagement.
· Represent the firm by attending and presenting at client and prospective client-focused marketing events.
Responsibilities
· Develop and maintain strong, trusting relationships with clients.
· Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and overall financial situation.
· Regularly communicate with clients to provide updates on their financial plans and investments.
Financial Planning
· Conduct thorough financial analyses to create comprehensive financial plans tailored to individual client needs.
· Develop strategies for retirement planning, tax optimization, estate planning, and other relevant financial goals.
· Continuously monitor and adjust financial plans based on changes in clients' circumstances or market conditions.
Fiduciary Responsibility
· Act in the best interests of clients, placing their financial well-being above all else.
· Adhere to fiduciary standards and regulatory requirements, ensuring transparency and integrity in all financial dealings.
Education and Communication
· Educate clients on financial concepts, investment strategies, and market trends.
· Clearly communicate complex financial information in a simple and understandable manner.
· Conduct periodic reviews and educational sessions to empower clients to make informed financial decisions.
Qualifications
· Bachelor's degree in finance, business, or a related field. Advanced degrees (CFP, CFA, or similar) are highly desirable.
· Proven experience as a Financial Advisor with a focus on fiduciary responsibility.
· In-depth knowledge of financial planning, investment management, and relevant regulations.
· Strong analytical, communication, and interpersonal skills.
· Exceptional ethical standards and commitment to acting in the best interests of clients.
· Relevant certifications and licenses as required by regulatory authorities.
License/Certification
· Series 65 License (Required)
· Life Insurance License (Preferred)
If you are a dedicated financial professional who values integrity and client success, we’d love to hear from you! Apply today to become part of a team that prioritizes financial confidence and long-term security for our clients.
