Financial Advisor – Entry Level

Job Description

REQUIREMENTS

• Strong understanding of financial concepts including investment management, wealth management, and financial analysis
• Knowledge of estate planning, wills, trusts & estate law, securities law, and tax experience is highly desirable
• Proficiency with financial software and research tools used in the industry
• Excellent math skills with the ability to interpret complex data and perform technical accounting tasks
• Effective communication skills for customer relationship management and sales activities
• Basic knowledge of banking operations, portfolio management, and asset management principles is desirable but not necessary
• Prior experience or coursework related to public accounting or corporate accounting is a plus but not required
• Must be an American citizen
• Must have a valid American address
• Must be 18 or older

RESPONSIBILITIES

• Assist clients in developing comprehensive financial plans tailored to their unique needs and goals
• Conduct research and analysis on financial concepts, securities law, and tax implications to inform recommendations
• Support estate planning activities by understanding wills, trusts, and estate law fundamentals
• Manage client portfolios by monitoring investments and providing insights on asset management strategies
• Utilize financial software and tools to perform financial analysis, cash management, and reporting tasks
• Engage in financial sales efforts by presenting solutions that align with client objectives and needs
• Maintain accurate records of client interactions, transactions, and compliance documentation
• Collaborate with team members on research projects related to public accounting, corporate accounting, or banking trends

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