Financial Advisor

Hiring for Financial Advisor Positions throughout California

- Must atleast have active CA Life and Health Insurance License

Financial Advisor Responsibilities:

-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.

Financial Advisor Requirements:

-Bachelor degree in business, finance or related field preferred, High School Diploma Required

-1-2 years of sales experience

-Must have active Life and health insurance license.

-Valid driver’s license.

-Knowledge of mutual fund, securities, and insurance industries.

-Proficient in Word, Excel, Outlook, and PowerPoint.

-Comfortable using a computer for various tasks.

-Experience providing quality financial advice.