Personal Financial Advisor
Apply NowCompany: Sagient - A Subsidiary Mass Mutual
Location: Irvine, CA 92620
Description:
Description
Are you an experienced personal financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications
Bachelor's degree in business administration, finance, or related field is required
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Are you an experienced personal financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications
Bachelor's degree in business administration, finance, or related field is required
Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
Exemplary communication skills, math skills, relationship skills, and customer service skills are vital