[Remote] Associate Financial Advisor - Team
Note: The job is a remote job and is open to candidates in USA. 1847Financial is a national organization of financial services firms dedicated to helping financial professionals build successful practices. They are seeking an Associate Financial Advisor - Team who will collaborate with senior advisors and clients to develop and implement financial plans, conduct financial and retirement planning, and manage investment portfolios.
Responsibilities
- Collaborate with senior advisors and clients to develop and implement financial plans
- Conducting financial and retirement planning
- Managing investment portfolios
- Providing tailored financial advisory services
- Analyzing clients’ financial needs
- Preparing recommendations
- Maintaining long-term relationships to help clients achieve their financial goals
Skills
- Proficiency in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Experience in Financial Advisory services and providing personalized client solutions
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication skills to build and maintain client relationships
- Strong organizational skills and ability to manage multiple clients and projects
- Bachelor's degree in Finance, Economics, Business, or a related field
- Certified Financial Planner (CFP) designation or a related professional certification
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