Job Title: Financial Advisor
Job Summary: Determines a client’s financial goals, priorities, risk profile and lifestyle and details a balanced and realistic plan to meet these goals by performing the following duties.
Duties and Responsibilities include the following, but are not limited to:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have knowledge of Microsoft Word; Microsoft Excel and various web–based financial applications.
Bachelor’s degree in Finance or Accounting; or equivalent experience in the financial industry.
Certificates and Licenses:
-Series 6/7 and/or Series 63/65. Applicant must be in good standing with these licenses.
-CFP certification preferred (or the equivalent, for example CPA or CFA)
Knowledge, Skills and Other Abilities:
-Oral and written communication skills
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, sit and use their hands. The employee is occasionally required to climb or balance and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move 10 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.