This a Full Remote job, the offer is available from: United States
Core Group Resources (www.coregroupresources.com) Is Americas Leading Recruitment Company. Founded By a Service Academy Graduate Who Has Offshore Experience, Core Group Resources Expertise Is Unmatched In The Marine Offshore Market, Finance, IT, Renewables, & Non-profit For Executive Search, Staffing, And Expertise… Identification. For More Information Contact Us At 281 347 4700. We Are Currently In The Market For The Following **
Financial Advisor- REMOTE**
Job Summary
Build and maintain relationships with clients, including conducting client meetings, assessing their financial needs, and providing ongoing financial advice and guidance. **
Responsibilities**
• Conduct thorough financial analyses and provide recommendations on investment strategies that align with clients’ values, risk tolerance, and financial goals.
• Help clients navigate complex financial situations, such as retirement planning, estate planning, and tax optimization.
• Monitor clients’ portfolios and provide regular updates on performance, as well as make adjustments to portfolios as needed.
• Maintain a deep understanding of financial regulations and compliance requirements, and ensure that all advice and recommendations adhere to these standards.
Requirements
• Bachelor’s degree in Accounting, Business or Finance
• At least 5 years of experience in investment management or financial planning
• Must have at least $20M of AUM that is transferable
• Series 65 or 66 license
• Series 7 license
• CFP is a plus
• US Citizen or Green Card Holder
This offer from “Core Group Resources” has been enriched by Jobgether.com and got a 72% flex score
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