Job Details

Financial Service Advisor

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Provide financial planning support to clients

Support investment professionals to cultivate client relationships

Prepare financial plans and check their accuracy

Respond to prospective customer queries about financial planning

Assist in the development plans for the company

Offer subject matter expertise to fellow Financial Advisors

Maintain awareness of latest legislative changes that may affect financial planning

Preferred COMPUTERSKILLS: Novice

Team Player: Works well as a member of a group

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Preferred Education: Bachelors or better in FINANCE.