Financial Advisor
Hire Resolve, United States

We’re looking for an experienced Financial Advisor Associate who will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities:

• You will learn to conduct financial analysis, prepare financial plans, make investment recommendations, and help clients achieve their goals
• You will have the opportunity to develop your expertise in all areas of financial planning, strengthening your ability to serve high-net-worth clients as a future financial advisor
• Onboarding new clients, servicing existing clients, and demonstrating proficiency in integrating the advice of CFAs, CPAs, and JDs into the client relationship
• Client service, including preparing for client meetings, updating plans, reviewing portfolios, preparing reports, and implementing recommendations
• Supporting advisors in providing comprehensive financial planning, including cash flow analysis, investments, retirement, insurance, tax, and estate planning

Requirements

• 3-5 years’ experience in the financial services industry
• Bachelor's degree from an accredited college with a concentration in accounting, economics, or finance
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software
• Ability to analyze and summarize complex financial information, make presentations of that information, communicate its contents, and make recommendations for appropriate courses of action
• Ability to maintain matters of a highly confidential nature

Job Rewards and Benefits