Job Description

Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Responsibilities

•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
•Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
•Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
•Bachelor's degree in business administration, finance, or related field is required Sagient - A Subsidiary Mass Mutual

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