Financial Advisor - San Diego, United States - Baron Meddy Inc.
Description
About UsBaron Meddy is a leading and rapidly growing fintech company dedicated to revolutionizing the financial industry with innovative technologies.
With a passion for excellence and a focus on continuous growth, we are seeking a strategic and results-oriented Business Development Manager to join our team.
If you are a self-starter with a proven track record in business development, we invite you to be a key player in our companys expansion.
Job Overview:
As a financial advisor, you will be responsible for providing personalized financial guidance to clients, helping them achieve their short-term and long-term financial goals.
You will assess clients financial situations, develop customized investment strategies, and provide ongoing support and advice to ensure financial success.
Key Responsibilities:
Conduct comprehensive financial assessments for clients to understand their current financial status, goals, and risk tolerance.
Develop personalized financial plans and investment strategies tailored to clients individual needs and objectives.
Educate clients on various investment options, financial products, and strategies to help them make informed decisions.
Implement investment strategies, including asset allocation, portfolio diversification, and risk management, in line with clients goals and risk profiles.
Monitor clients investment portfolios regularly and make adjustments as needed to optimize performance and align with changing financial goals or market conditions.
Provide ongoing financial guidance and support to clients, addressing any questions, concerns, or changes in their financial situations.Stay updated on market trends, economic developments, and regulatory changes to provide relevant and timely advice to clients.
Build and maintain strong relationships with clients through regular communication and exceptional customer service.
Collaborate with other financial professionals, such as tax advisors and estate planners, to offer comprehensive financial solutions to clients.
Maintain compliance with industry regulations and ethical standards in all client interactions and financial recommendations.
Qualifications:
Bachelors degree in finance, economics, business, or a related field. Masters degree or professional certifications (e.g., CFP, CFA) preferred.
Proven experience in financial planning, investment management, or related fields.
Strong knowledge of financial products, investment strategies, and market trends.
Excellent analytical skills and attention to detail.
Effective communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms.
Client-focused mindset with a dedication to delivering high-quality financial advice and service.
Ability to work independently as well as collaboratively within a team environment.
Proficiency in financial planning software and other relevant tools.
Commitment to ongoing professional development and education in the field of finance.
Registered Investment Advisor (RIA) or Securities licenses (Series 7, Series 65/66) preferred.
Benefits:
Competitive base salary with performance-based bonusesHealth, dental, and vision insuranceRetirement savings planFlexible work scheduleProfessional development opportunitiesCollaborative and innovative work culturePaid Time OffThis position pays between $81,500 to $125,500 a year depending on experience and location.