What are the responsibilities and job description for the Financial Advisor position at Park City Wealth Advisors?
Job Title: Financial Advisor
Company: Park City Wealth Advisors
Location: Park City, Utah
About Us: At Park City Wealth Advisors, we are experiencing rapid growth and are seeking a motivated Financial Advisor to join our team. Our mission is to provide exceptional client service to both new and existing clients. If you are passionate about financial planning and eager to help clients achieve their financial goals, we want to hear from you!
Job Description: As a Financial Advisor at Park City Wealth Advisors, you will:
- Provide comprehensive financial planning and investment advice to clients.
- Manage client relationships and ensure a high level of client satisfaction.
- Develop personalized financial plans based on clients’ goals and risk tolerance.
- Stay informed about market trends and regulatory changes.
- Collaborate with our team to deliver exceptional service.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Experience in Finance and Investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work independently and collaboratively
- Certifications such as CFP (Certified Financial Planner) are a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Series 7 and 66 licenses (or equivalent) preferred.
Compensation: This is a commission-based position. The Financial Advisor will be compensated through a split of the assets they manage. There is no base salary, but the earning potential is significant for the right candidate.