Job Description
A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:
- 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
Job Type: Full-time
Pay: $100,000.00 - $110,000.00 per year
Benefits:
- Health insurance
Compensation package:
- Commission pay
Schedule:
- 10 hour shift
- Monday to Friday
- Morning shift
- Weekends as needed
Travel requirement:
- Travel
Work Location: Remote
Visit Original Source:
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