What are the responsibilities and job description for the Financial Advisor position at Wilcox Financial Group, LLC?
Company Description
At Wilcox Financial Group, LLC, we believe in empowering individuals to own their financial future. We provide personalized guidance to help our clients navigate life's journeys, make confident money choices, and retire well. Our focus is on financial planning for women, widows, divorcees, and couples, offering education and simple tools to live their best lives.
This is a full-time on-site role as a Financial Advisor located in Buffalo, NY. The Financial Advisor will be responsible for financial planning, retirement planning, providing investment advice, and offering financial advisory services on a day-to-day basis.
- Financial Planning and Finance skills
- Retirement Planning expertise
- Experience in Investments and Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work well with numbers and data
- Certifications such as CFP or CFA are a plus
- Bachelor's degree in Finance, Economics, or related field