Job Summary:

The Personal Financial Advisor will provide financial advice to clients based on knowledge of investment and tax strategies, securities, insurance, pension plans, and real estate.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.
• Assesses clients financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
• Based on analysis of financial data, develops strategies and plans to help clients meet financial goals.
• Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
• Maintains knowledge of new and emerging investment trends and opportunities.
• Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
• Performs other related duties as required.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Extensive knowledge of financial markets and investment strategies.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• Bachelors degree in Business or related field preferred.
• Two years of related experience preferred.
• License to sell at least one financial product (Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.) preferred, but not required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.