Financial Advisor - Rockford, United States - Furst Staffing

Description

Job Description

Job Description

Position Overview:
We are seeking a knowledgeable and experienced

Financial Advisor

to provide personalized financial planning and investment management services to clients. As a

Financial Advisor,

you will assess clients' financial situations, develop tailored financial plans, and recommend suitable investment strategies and products to help them achieve their goals.

Responsibilities:
Build and maintain strong client relationships, serving as their primary point of contact for financial advice.
Conduct comprehensive financial assessments and develop personalized financial plans.
Recommend appropriate investment strategies and products based on clients' goals and risk tolerance.
Execute investment transactions and monitor portfolio performance.
Advise on risk management and insurance coverage.
Adhere to industry regulations and ethical standards.

Requirements:
Bachelor's degree in finance, economics, business, or a related field.
Series 6 or 65 license is required.
Proven experience as a Financial Advisor with a successful track record.
In-depth knowledge of investment products, financial planning strategies, and tax regulations.
Strong analytical, communication, and interpersonal skills.
Proficiency in financial planning software and tools.
High ethical standards and a commitment to maintaining client confidentiality.
Detail-oriented with excellent organizational and time management abilities.
Up-to-date knowledge of industry trends, market conditions, and regulatory changes.
Join our team as a

Financial Advisor

and work in a dynamic, client-focused environment. If you hold the necessary qualifications and have a passion for helping clients achieve fin

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