What are the responsibilities and job description for the Financial Advisor position at I. M. Financial?
Company Description
I. M. Financial focuses on maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs.
Role Description
This is a full-time hybride role for a Financial Advisor located in Ridgefield, CT. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments.
Qualifications
- Financial Planning and Finance skills
- Retirement Planning expertise
- Experience in Investments and Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Detail-oriented and organized mindset
- Certifications such as CFP or CFA are a plus