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Financial Advisor

Goodwin Recruiting - Local Recruiters with National Reach Phoenix ,AZ
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 

We are a growing, independent wealth management group seeking a qualified financial advisor!

 

Financial Advisor Responsibilities:

· Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan

· Answering client questions about financial plans and strategies and giving financial advice

· Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives

· Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

· Analyzing financial data received from clients to develop strategies for meeting clients' financial goals

· Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients

· Implementing financial plans or referring clients to professionals who can help them

· Managing and updating client portfolios

· Contacting clients regularly to discover changes in their financial status

· Building and maintaining your client base

 

Financial Advisor Requirements:

· Bachelor's degree in business, finance, or related field

· 1-2 years of sales experience

· Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred)

· Knowledge of mutual funds, securities, and insurance industries

· Proficient in Word, Excel, Outlook, and PowerPoint

· Comfortable using a computer for various tasks

· Experience providing quality financial advice

Company Description
We/Our client is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest and conviction records.

REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them.

DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match.

SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time.

See more information about open positions on our Goodwin Recruiting website:
https://jobs.goodwinrecruiting.com/

Goodwin Recruiting - Local Recruiters with National Reach

We/Our client is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest and conviction records. REACH: We have successfully recruited in the hospitality, medical, finance and accounting, and manufacturing and engineering industries. We have a diverse group of clients within each of our industries that support our ability to connect candidates with the opportunities that are right for them. DEPTH: We approach things a little differently than most recruiting companies. We build relationships with our clients and candidates in order to aid in making a successful long-term match. SUPPORT: As a job seeker, there are no fees - we are here to support and assist you in finding that successful long-term match. We pride ourselves on being partners and guides with our candidates and clients as we develop an intelligent, hand-tailored process that does not waste their time. See more information about open positions on our Goodwin Recruiting website: https://jobs.goodwinrecruiting.com/

Address

Phoenix, AZ
USA

Website