Wealth Advisor

About the role

Wealth Advisors at our company are passionate about helping clients achieve their financial goals. They are responsible for analyzing and interpreting clients' investment objectives and risk tolerances, providing tailored financial advice, and building a strong client base through effective market knowledge and sales skills.

Responsibilities

• Acts in the best interest of the client and delivers outstanding service.
• Develops and maintains an increasing client base by utilizing market knowledge, strategies, and sales skills.
• Maintains product knowledge and stays updated on market activity and news affecting the markets.
• Ensures all departmental documents and activities comply with relevant laws, regulations, policies, and SFIG written procedures.
• Performs other duties as assigned.

Qualifications

• High School Diploma or GED
• One year experience as a financial advisor
• Ability to read and comprehend simple instructions, short correspondence, and memos
• Ability to read and interpret financial reports and legal documents
• Ability to write simple-to-business correspondence and routine reports
• Ability to present information in one-on-one and small group situations
• Ability to speak effectively and respond to questions from various stakeholders
• Education and/or experience as described above
• Basic computer skills, proficiency with MS Office programs such as Excel and Word
• Excellent oral and written communication skills

Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos
• Ability to read and interpret financial reports and/or legal documents
• Ability to write simple-to-business correspondence and routine reports
• Ability to present information in one-on-one and small group situations
• Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public

Benefits

Our company offers competitive compensation and benefits, including health insurance, retirement plans, and paid time off.

Pay

The salary range for this position is $50,000 - $80,000 annually, depending on experience and qualifications.

Schedule

Work hours are flexible and can vary based on the needs of the business and the client base.