Financial Advisor

Responsibilities

• Develop customized financial plans to help clients achieve their financial goals
• Manage investment portfolios and monitor market trends and economic conditions
• Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
• Actively participate in business development activities to build new client relationships and expand the Firm's network
• Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
• Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
• Possess strong collaboration skills and work closely with other members of the New Century Investor Services team to ensure successful outcomes for clients

Requirements

• Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
• Minimum of 2 years of experience in the financial industry
• Certified Financial Planner (CFP®) certification preferred but not required
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
• Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work