Financial Advisor
Financial Advisor
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Responsibilities:
- Meeting individually with clients to determine their financial objectives risk tolerance income expenses and assets
- Offering strategic advice on products and services such as investments insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Relevant University Degree in Finance / Accounting / Investment
- CFP Qualified and RE 5 is essential
- 5 years experience in a similar environment
If you meet the above requirements and want to make a careerchanging move apply today by either filling in the online application form or emailing your CV to Hire Resolve atemailprotected
You are also welcome to contact Michaela Boustred on LinkedIn or call her on.
Please note that correspondence will only be conducted with shortlisted candidates for this position. Should you not hear from us within 3 days please consider your application unsuccessful.
Required Experience:
IC
Employment Type
Full-Time
