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Financial Advisor

M Dean Owen CPA, PSC Paducah, KY
  • Posted: over a month ago
  • $40,000 to $80,000 Annually
  • Full-Time
  • Benefits: 401k

We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

ā€‹Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
  • 3-6 years experience
  • Current Securities License

M Dean Owen CPA, PSC

Why Work Here?

Great company, culture, and rapid growth

one of the larger CPA/Financial firms in the area. Great culture, very family friendly, above average compensation in an environment of constantly learning and improving at both the individual and corporate level.

Address

5978 Old US Hwy 45 S, Paducah, KY 42003
Paducah, KY
42003 USA

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