Senior Financial Advisor
2 days ago
Role Overview:
We are seeking a highly skilled Senior Financial Advisor to join our team at FINVESTMENTS. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with clients, providing tailored financial planning and investment strategies, and delivering exceptional client service.
About the Role:
- Develop and implement comprehensive financial plans that meet clients' goals and objectives.
- Provide expert advice on investment products, tax optimization, and estate planning.
- Maintain up-to-date knowledge of market trends, economic conditions, and regulatory changes to provide informed guidance.
- Collaborate with internal teams to ensure seamless client experiences and contribute to the growth and success of the organization.
Key Responsibilities:
- Client Relationship Management:
- Build and maintain strong relationships with new and existing clients through regular meetings and communication.
- Serve as the primary point of contact for all client inquiries and updates.
- Financial Planning & Advisory:
- Assess clients' financial situations, risk tolerance, and long-term objectives.
- Develop personalized wealth management plans, including investment strategies, tax optimization, and estate planning.
- Portfolio Management:
- Oversee and monitor clients' investment portfolios, ensuring alignment with their financial objectives.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
Benefits:
- $85,000 - $110,000 per year salary
- Competitive performance-based incentives
- Opportunity for career growth within the organization
- Access to continuous learning and professional development programs
- A dynamic and collaborative work environment
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