What are the responsibilities and job description for the Wealth Management Advisor position at Lend A Hand Financial?
Company Description
We suggest you enter details here
Role Description
This is a full-time, on-site and hybrid role for a Wealth Management Advisor located in Pompano Beach, FL. Proprietary lead generation program to help with business development. The Wealth Management Advisor will be responsible for providing comprehensive financial planning and investment services to clients. Daily tasks include assessing client financial needs and goals, developing and implementing wealth management strategies, offering retirement planning guidance, and managing investments. The advisor will also be expected to maintain strong client relationships and ensure personalized financial advice tailored to each client's unique needs.
Qualifications
- Skills in Financial Planning, Retirement Planning, and Wealth Management Services
- Strong understanding of Investments and Finance
- Excellent interpersonal and communication skills
- Ability to analyze and interpret financial information
- Bachelor's degree in Finance, Economics, or related field
- CFP (Certified Financial Planner) certification is a plus
