Financial Advisor Assistant

Job Description

We are seeking a Financial Advisor Assistant to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

​Qualifications:

• Previous experience in banking, financing, or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Must hold-SIE, series 6, 63 and 65

Our culture is centered around key customer components such as customer communication, relationship building, needs based selling, assets protection and paycheck protection.

Our culture is centered around key customer components such as customer communication, relationship building, needs based selling, assets protection and paycheck protection.