Financial Advisor
: Job Details :

DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Responsibilities•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives•Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations•Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given•Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives•Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products•Create customized financial plans suitable for each client based on potential life changes and changing financial needsQualifications•A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group.•CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial•Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary