Job Description

We are seeking a knowledgeable and client-focused Financial Advisor. The Financial Advisor will build strong relationships with clients, ensuring their financial needs are met with integrity and professionalism.

Key Responsibilities:

• Client Consultation: Meet with clients to assess their financial needs and objectives, providing personalized financial advice.
• Financial Planning: Develop comprehensive financial plans that address clients' goals, including investments, insurance, retirement, and estate planning.
• Investment Management: Recommend suitable investment products and manage client portfolios to optimize returns while mitigating risks.
• Market Research: Stay updated on financial markets, trends, and regulations to provide informed advice and recommendations.
• Relationship Building: Cultivate and maintain strong client relationships, ensuring client satisfaction and retention.
• Compliance: Adhere to industry regulations and company policies, maintaining accurate records of client interactions and transactions.
• Education and Development: Continuously improve financial knowledge and skills through ongoing education and certification programs.

Qualifications:

• Proven experience as a Financial Advisor or in a similar role, with a solid understanding of financial products and services.
• Excellent communication and interpersonal skills, with a customer-oriented mindset.
• Strong analytical and problem-solving abilities.
• Ability to work independently and manage multiple client relationships effectively.
• Proficiency in financial planning software and MS Office Suite.

Benefits:

• Competitive salary.
• Comprehensive health and wellness benefits.
• Retirement savings plan with company match.
• Professional development opportunities.
• Supportive team environment and a strong company culture.
  

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Job Tags

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