Financial Advisor

Financial Advisor
Financial Sales All US Locations, United States

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Description

Job Responsibilities:

+ Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives.

+ Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc.

+ Collaborate to create a team environment and to meet clients needs.

+ Generate additional referrals from personal networking, seminars, and presentations to community groups

+ Keeps abreast of new planning tools, products, and resources, changing regulations and professional s...