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    Financial Investment Advisor - Scottsdale, United States - HUB International

    HUB International
    HUB International Scottsdale, United States

    1 month ago

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    Description
    Financial Investment Advisor page is loaded

    Financial Investment Advisor

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    locations

    Scottsdale, AZ

    time type

    Full time

    posted on

    Publicado hace 2 días

    job requisition id

    R


    As a Financial Advisor on the Wealth Management Services team, you will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

    To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.


    Advisor duties:


    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

    Answering client questions about financial plans and strategies and giving financial advice.

    Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

    Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

    Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
    Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
    Implementing financial plans or referring clients to professionals who can help them.
    Managing and updating client portfolios.
    Contacting clients regularly to discover changes in their financial status.
    Building and maintaining your client base.

    The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned.

    Duties are subject to change at any time by HUB Management.
    Preferred Knowledge, Skills & QualificationsBachelor's degree in business, finance, or related field.1-2 years of sales experience.
    Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).Life and health license.
    Valid driver's license.
    Knowledge of mutual funds, securities, and insurance industries.
    Proficient in Word, Excel, Outlook, and PowerPoint.
    Comfortable using a computer for various tasks.
    Experience providing quality financial advice.

    Department Account Management & ServiceRequired Experience: 1-2 years of relevant experience

    Required Travel:
    Up to 25%

    Required Education:

    Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

    The EEO is the Law poster and its supplement is available here at

    .EEOAA PolicyE-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at or

    . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    About Us


    SOBRE HUB INTERNATIONAL
    #J-18808-Ljbffr

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