Description Job Overview:We are seeking a skilled and experienced Financial Advisor to provide expert financial advice and guidance to our clients. The ideal candidate will be responsible for developing and implementing financial plans to help clients achieve their financial goals.Responsibilities: Meet with clients to discuss financial goals, investment objectives, and risk tolerance Analyze clients' financial information, including income, expenses, assets, and liabilities, to develop customized financial plans Recommend investment strategies, products, and services that align with clients' financial goals and risk tolerance Educate clients on investment options and provide ongoing financial advice and guidance Monitor clients' financial progress and adjust investment strategies as needed Stay up-to-date with financial market trends and developments to provide informed investment advice Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction Maintain accurate and up-to-date records of client interactions and transactions Comply with all regulatory requirements and ethical standardsRequirements: Bachelor's degree in finance, economics, accounting, or a related field detail oriented certification such as Certified Financial Planner (CFP) Proven experience as a financial advisor or similar role In-depth knowledge of investment products and strategies, financial planning, and retirement planning Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to build and maintain strong client relationships Results-driven with a strong sales and business development mindset Ability to work independently and as part of a team High level of integrity and ethical standardsIf you are a passionate and results-driven financial advisor looking for an exciting career opportunity, we encourage you to apply. We offer competitive compensation packages, opportunities for detail oriented development and career growth, and a supportive and collaborative work environment. Requirements CRM, CRM - Customer Relationship Manager, Financial Planning Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
