Financial Advisor

Retirement Planners of America is looking to hire a Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

Responsibilities:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

• Answering client questions about financial plans and strategies and giving financial advice.

• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

• Contacting clients regularly to discover changes in their financial status.

• Building and maintaining your client base.

Qualifications:

• Bachelor degree in business, finance or related field.

• 3 - 5 years of sales experience.

• Financial Planning administration, or management consulting experience.

• Proficient in Word, Excel, Outlook, and PowerPoint.

• Comfortable using a computer for various tasks.

• Experience providing quality financial advice.

• Ability to review data and make relevant management decisions

• Strong financial system and business administration understanding