Financial Advisor - Alexandria, United States - Core Group Resources

Description

Job Description Job Description Core Group Resources ) is Americas leading recruitment company.

Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification.

For more information contact us at We are currently in the market for the following:

Financial AdvisorJob Summary:
Build and maintain relationships with clients, including conducting client meetings, assessing their financial needs, and providing ongoing financial advice and guidance

Responsibilities:

• Conduct thorough financial analyses and provide recommendations on investment strategies that align with clients' values, risk tolerance, and financial goals.
• Help clients navigate complex financial situations, such as retirement planning, estate planning, and tax optimization.
• Monitor clients' portfolios and provide regular updates on performance, as well as make adjustments to portfolios as needed.
• Maintain a deep understanding of financial regulations and compliance requirements, and ensure that all advice and recommendations adhere to these standards.

Requirements:

• Bachelors degree in Accounting, Business or Finance
• At least 5 years of experience in investment management or financial planning
• Must have at least $10M of AUM that is transferable
• Series 65 or 66 license
• Series 7 license
• CFP is a plus
• US Citizen or Green Card Holder#ZR

  Company Description Core Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries.

  Our in depth knowledge of these fields can help you navigate these quickly expanding markets.

Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries.

Candidates seeking navigation into these industries, let us chart your career here.

We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.

With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.

We Offer:

Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process OutsourcingContact us today to learn more about how we can partner with you.

Email to get started.

Company Description Core Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries.

Our in depth knowledge of these fields can help you navigate these quickly expanding markets. rr

Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries.

Candidates seeking navigation into these industries, let us chart your career here.

We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.

rr

With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.

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We Offer:

rDirect Hire, Executive Search, Contract Recruitment, and Recruitment Process OutsourcingrrContact us today to learn more about how we can partner with you.

Email to get started.#J-18808-Ljbffr