Financial Advisor
Company: Jobot
Location: Encinitas
Posted on: April 17, 2024
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Job Description:
Financial Advisor for Growing Boutique Investment Firm- Tons of
Upward mobility and unlimited clientele list
Have you got the right qualifications and skills for this job Find
out below, and hit apply to be considered.
This Jobot Job is hosted by: Aimee Sharpe
Are you a fit? Easy Apply now by clicking the "Apply" button and
sending us your resume.
Salary: $100,000 - $600,000 per year
A bit about us:
We are a growing boutique investment firm with four locations
across the US: Santa Maria, CA, Encinitas, CA, Bakersfield, CA &
Denver, CO
Our team is headed up by a veteran in the business who has over 40
years of experience in financial planning and advising.
The firm is continuing to buy additional businesses and firms to
maximize resources and infrastructure to support the growing
team.
Currently the firm sits at just around 1B Assets Under
Management
If you have ever thought of starting a business but don't have the
cash or the resources to do so? Our Financial Advising opportunity
provides all of the training, mentoring, start-up costs associated
with starting a business.
Why join us?
You will have the option to join the team as either 1099 or W2, be
given the opportunity and flexibility to build your own practice
while receiving support from our firm's exceptional network of
financial specialists, training and educational programs, and
mentoring opportunities.
Job Details
Job Details:
Join our dynamic team as a Financial Advisor and play a pivotal
role in helping our clients achieve their financial goals. This
exciting position will provide you with the opportunity to work
with a diverse client base, offering comprehensive financial
planning services. Our ideal candidate is a seasoned professional
with a proven track record in financial advisory, retirement
planning, and estate planning with at a book of business you are
able to bring with you.
Responsibilities:
As a Financial Advisor, you will be responsible for:
1. Developing, implementing, and revising personal financial plans
for clients based on their financial status and life goals.
2. Conducting in-depth reviews of clients' financial circumstances,
current provision, and future aims to provide the best financial
solution.
3. Assisting clients in making informed decisions about their
financial future by providing expert advice on investments,
insurance, tax laws, and the implications of specific financial
decisions.
4. Promoting financial planning services to potential clients
through business development strategies and maintaining a strong
professional network.
5. Providing retirement planning, estate planning, and life
insurance planning services.
6. Monitoring financial market trends to ensure that plans are
effective and to identify any necessary updates.
7. Building and maintaining client relationships through regular
check-ins, updates, and reviews.
Qualifications:
To be considered for the Financial Advisor position, you should
have:
1. A minimum of 5 years' experience in a financial advisory
role.
2. At least a book of 10M that you would be able to bring
along.
3. Proven experience in financial planning, retirement planning,
estate planning, and life insurance planning.
4. Strong client-facing skills with the ability to build and
maintain relationships and communicate complex financial
information clearly.
5. Proven track record in business development with the ability to
attract and retain clients.
6. In-depth knowledge of the financial industry and market
trends.
7. Strong ethical standards and integrity, with a commitment to
adhere to all regulatory requirements and company policies.
8. Certified Financial Planner (CFP) designation or equivalent.
9. A bachelor's degree in finance, economics, business
administration, or a related field. A master's degree or
professional certifications would be an added advantage.
This exciting role offers the opportunity to make a significant
impact on our clients' lives by providing them with the financial
guidance they need to achieve their goals. If you are a passionate
financial professional with a client-first mentality, we would love
to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply"
button.
Keywords: Jobot, Oceanside , Financial Advisor, Accounting, Auditing , Encinitas, California
Click
here to apply!
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