$70,000 to $125,000 Annually
Hiring for Financial Advisor Positions throughout California
- Must atleast have active CA Life and Health Insurance License
Financial Advisor Responsibilities:
-Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
-Answering client questions about financial plans and strategies and giving financial advice.
-Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
-Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
-Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
-Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
-Implementing financial plans or referring clients to professionals who can help them.
-Managing and updating client portfolios.
-Contacting clients regularly to discover changes in their financial status.
-Building and maintaining your client base.
Financial Advisor Requirements:
-Bachelor degree in business, finance or related field preferred, High School Diploma Required
-1-2 years of sales experience..
-Must have active Life and health insurance license.
-Valid driver’s license.
-Knowledge of mutual fund, securities, and insurance industries.
-Proficient in Word, Excel, Outlook, and PowerPoint.
-Comfortable using a computer for various tasks.
-Experience providing quality financial advice.
- Principals only. Recruiters, please don't contact this job p