What are the responsibilities and job description for the FInancial Advisor position at EVEREST FINANCIAL GROUP LLC?
Job Description
Job Description
Benefits :
- Dental insurance
- Health insurance
- Paid time off
A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.
Note : This is a position with salary and bonus pay, not commission)
Responsibilities & Activities :
Meet clients semi-annually to review investment portfolio and discuss strategies and planning topics
Prepare comprehensive financial plan and proposals to clients and referrals; Present analysis and proposals for clients
Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision; Meeting with clients periodically for review meetings
Assists in research and trading duties when needed
Assists the Senior Financial Advisor in planning and servicing as requested
Develops and maintains written systems of all their activities
Coordinate with team members all client servicing tasks and prioritizes them daily
Helps expand client base
Knowledge, Skills & Abilities :
Requires :
Helpful :
Salary :
Hours and Location :
Monday-Friday roughly 8am-4 : 30pm
Please note this position is fully in office at our Golden Valley location. This is not a remote position.
Job Type : Full-time
Pay : From $100,000.00 per year
Benefits :
Compensation Package :
Work Location : In person
Salary : $100,000
