Licensed Financial Advisor - Service Advisor

Job Description

Job Description

We are seeking a skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide comprehensive financial advice and guidance to clients, helping them achieve their financial goals and objectives.

This is an excellent opportunity for individuals who are passionate about finance and enjoy building strong relationships with clients.

Duties :

• Provide personalized financial planning services to clients, including investment strategies, retirement planning, tax planning, and estate planning
• Conduct thorough financial assessments to understand clients' current financial situations and future goals
• Develop customized financial plans based on clients' needs and risk tolerance
• Monitor clients' investment portfolios and make recommendations for adjustments as needed
• Stay up-to-date with market trends, economic developments, and changes in tax laws to provide accurate and relevant advice
• Build and maintain strong relationships with clients through regular communication and meetings
• Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
• Educate clients on various financial products and services available to them
• Provide exceptional customer service by addressing client inquiries and concerns in a timely manner

Qualifications :

• Bachelor's degree in finance, business, or a related field - preferred
• Proven experience working in the financial services industry as a Financial Advisor or similar role
• Strong knowledge of asset management, tax planning, cash management, and financial planning principles
• Excellent mathematical skills with the ability to analyze complex financial data
• Exceptional customer relationship management skills with the ability to build trust and rapport with clients
• Strong sales abilities with a track record of meeting or exceeding targets
• Knowledge of wills, trusts, estate law is preferred but not required
• Excellent communication skills, both verbal and written
• Ability to work independently and as part of a team

We offer competitive compensation packages including base salary plus commission.

If you are a motivated individual with a passion for finance and helping clients achieve their financial goals, we would love to hear from you.

Apply now to join our team as a Financial Advisor.

Interested parties use the following link to apply : https : / / www.ondemandassessment.com / link / index / JB - EXXY71O96?u 1159925

Company Description

About us

At Retirement Income Solutions, we are a team of dedicated professionals passionate about providing exceptional retirement planning services.

Based in Middle Tennessee with multiple offices, we specialize in advising pre-retirees and retirees, focusing on creating sustainable retirement income strategies.

Our firm prides itself on a blend of professionalism and agility, adapting to the ever-evolving needs of our clients and the industry.

Our Work Environment Includes :

Modern Office Setting : We operate in a contemporary office environment, designed to facilitate efficiency and comfort.

Supportive Team Culture : We foster a collaborative, inclusive atmosphere where every member's contribution is valued. Administrative professionals play a crucial role in our team, acting as the linchpins that keep our operations running seamlessly.

Professional Growth Opportunities : We believe in nurturing the growth of our employees. Administrative staff are encouraged to engage in professional development opportunities to enhance their skills and advance their careers within our firm

Company Description

About us r n r nAt Retirement Income Solutions, we are a team of dedicated professionals passionate about providing exceptional retirement planning services.

Based in Middle Tennessee with multiple offices, we specialize in advising pre-retirees and retirees, focusing on creating sustainable retirement income strategies.

Our firm prides itself on a blend of professionalism and agility, adapting to the ever-evolving needs of our clients and the industry.

r n r nOur Work Environment Includes : r n r nModern Office Setting : We operate in a contemporary office environment, designed to facilitate efficiency and comfort.

r nSupportive Team Culture : We foster a collaborative, inclusive atmosphere where every member's contribution is valued.

Administrative professionals play a crucial role in our team, acting as the linchpins that keep our operations running seamlessly.

r nProfessional Growth Opportunities : We believe in nurturing the growth of our employees. Administrative staff are encouraged to engage in professional development opportunities to enhance their skills and advance their careers within our firm