What are the responsibilities and job description for the Financial Advisor position at Faro Companies?
Company Description
Faro Companies offers a premier suite of financial services, including factoring, insurance, wealth management, foreign exchange, and mortgage services. Our goal is to empower businesses and individuals with the financial tools they need to grow, protect their assets, and secure long-term success. With specialized divisions, such as Faro Factoring, Beacon Insurance, Faro Wealth, Faro FX, and Faro Home Loans, we provide customized solutions to meet unique needs. Committed to trust, transparency, and excellence, Faro Companies delivers industry expertise and personalized service to ensure clients achieve their financial goals.
Role Description
This is a full-time on-site role for a Financial Advisor located in Laredo, TX. The Financial Advisor will be responsible for developing financial plans, managing investments, and providing retirement planning services. Daily tasks include analyzing clients’ financial information, recommending financial products, and executing trades. The Financial Advisor will also provide ongoing support and advice to help clients achieve their financial objectives.
Qualifications
- Experience in Financial Planning and Finance
- Expertise in Retirement Planning and Investments
- Skills in Financial Advisory
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Series 7 and 66 licenses, or equivalent are preferred
- Bachelor's degree in Finance, Economics, Business, or related field