What are the responsibilities and job description for the Financial Advisor position at Harrison Gray Search and Consulting LLC?
Harrison Gray Search has partnered with a leading brokerage seeking a Financial Advisor. They are consistently recognized as a top place to work.
As a Financial Advisor, your day-to-day responsibilities will include :
- Meet individually with clients to deliver tailored financial planning and advice.
- Support participants in setting and achieving their long-term financial objectives.
- Share updates and insights from the investment committee with participants.
- Conduct group and virtual educational presentations.
- Attend and contribute to retirement plan committee meetings.
- Participate in discussions with the internal investment committee.
- Work collaboratively with team members to enhance client outcomes.
- Maintain and expand your expertise by attending industry events, training sessions, and formal education programs.
Qualifications :
Compensation & Benefits :
