Financial Advisor
Apply NowCompany: Guardian Austin
Location: Cypress, TX 77429
Description:
Description
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!
Responsibilities
Serve as a collaborative team player willing to further development through continued training opportunities
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications
Computer proficiency in Microsoft Office, CRM systems, Financial Planning software, Google Suite, and other tools is strongly preferred
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Valid FINRA Series 7 & 66 preferred but not required
Working knowledge of financial products, the financial industry personal Financial Advisor or responsibilities, or Financial Planning roles is essential
A Bachelor's degree in Business Administration, Finance, or a similarly related field is required
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!
Responsibilities
Serve as a collaborative team player willing to further development through continued training opportunities
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs
Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications
Computer proficiency in Microsoft Office, CRM systems, Financial Planning software, Google Suite, and other tools is strongly preferred
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Valid FINRA Series 7 & 66 preferred but not required
Working knowledge of financial products, the financial industry personal Financial Advisor or responsibilities, or Financial Planning roles is essential
A Bachelor's degree in Business Administration, Finance, or a similarly related field is required
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary