Responsibilities:
- Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters.
- Conduct in-depth financial analysis and develop personalized financial plans tailored to each client's unique goals, risk tolerance, and time horizon.
- Provide guidance and recommendations on a wide range of financial products and services, including investments, retirement planning, estate planning, insurance, and tax strategies.
- Execute trades and manage client portfolios in accordance with established investment policies and objectives, ensuring alignment with client's goals and risk profiles.
- Monitor and review client portfolios regularly, making adjustments as needed to optimize performance and adapt to changing market conditions.
- Stay informed about industry trends, regulatory changes, and new investment products, and proactively communicate relevant information to clients.
Requirements:
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Series 7 and Series 66 (or Series 63 and Series 65) licenses required.
- Certified Financial Planner (CFP) designation preferred.
- Minimum of 3-5 years of experience as a Financial Advisor
- Proven track record of success in building and managing client relationships, achieving sales targets, and delivering exceptional service.
- Strong knowledge of financial planning principles, investment products, and industry regulations.
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner.
- Ability to work independently and collaboratively within a team environment, demonstrating professionalism, integrity, and a commitment to client satisfaction.
