What are the responsibilities and job description for the Financial Advisor position at Estate & Financial Strategies, Inc?
Position Overview
This is a full-time on-site role for a Financial Advisor at Estate & Financial Strategies, Inc. The Financial Advisor will be responsible for providing financial guidance, investment recommendations, and retirement planning services to clients.
About Us
We are an independent RIA/IAR in business for 35 years, committed to delivering comprehensive financial solutions to our clients.
Key Responsibilities
- Provide financial guidance and investment recommendations to clients
- Analyze complex financial information and provide tailored recommendations
- Develop and implement effective retirement planning strategies
- Maintain up-to-date knowledge of financial instruments, markets, and investment strategies
Requirements
- Strong knowledge of financial instruments, markets, and investment strategies
- Excellent communication and interpersonal skills
- Ability to analyze complex financial information and provide recommendations
- Experience in financial planning, wealth management, or related field
- Relevant certifications such as ChFC or CFP and securities and insurance licenses
What We Offer
- Opportunity to work with a reputable and established company
- Chance to make a meaningful impact on clients' financial well-being
- Ongoing training and professional development opportunities