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Financial Advisor
Rockford, IL 61107 US
Job Description
Position Overview: We are seeking a knowledgeable and experienced Financial Advisor to provide personalized financial planning and investment management services to clients. As a Financial Advisor, you will assess clients' financial situations, develop tailored financial plans, and recommend suitable investment strategies and products to help them achieve their goals.
Responsibilities:
- Build and maintain strong client relationships, serving as their primary point of contact for financial advice.
- Conduct comprehensive financial assessments and develop personalized financial plans.
- Recommend appropriate investment strategies and products based on clients' goals and risk tolerance.
- Execute investment transactions and monitor portfolio performance.
- Advise on risk management and insurance coverage.
- Adhere to industry regulations and ethical standards.
Requirements:
- Bachelor' s degree in finance, economics, business, or a related field.
- Series 6 or 65 license is required.
- Proven experience as a Financial Advisor with a successful track record.
- In-depth knowledge of investment products, financial planning strategies, and tax regulations.
- Strong analytical, communication, and interpersonal skills.
- Proficiency in financial planning software and tools.
- High ethical standards and a commitment to maintaining client confidentiality.
- Detail-oriented with excellent organizational and time management abilities.
- Up-to-date knowledge of industry trends, market conditions, and regulatory changes.
Join our team as a Financial Advisor and work in a dynamic, client-focused environment. If you hold the necessary qualifications and have a passion for helping clients achieve financial success, we invite you to apply.
Please apply directly to this opportunity or contact Rachel at 815-997-1417 or rachel.thomann@furstpros.com with any questions.
Meet Your Recruiter
Rachel Thomann
VP, FurstProfessionals
Year Started: 2011
I wanted to be a physical therapist when I grew up.
Favorite Quote:
“My wish for you is that you continue. Continue to be who you are, to astonish a mean world with your acts of kindness.” – Maya Angelou
What do you enjoy most about your work?
It’s so rewarding to meet great people and match them up with our clients’ needs!
