Financial Adviser Beth Andrews LLC
Overview
We seek a Financial Adviser to educate clients on investment strategies and guide them through personalized financial planning. You will assess client profiles and update strategic plans while maintaining strong communication skills. This role focuses on delivering actionable insights and building lasting client relationships.
What You'll Do5
- 1Gather information to understand each client’s overall financial situation and financial plan progress
- 2Make recommendations around a variety of financial products and services
- 3Network and develop relationships to increase the current client base
- 4Seek out opportunities to make presentations provide education and sell services
- 5Maintain up-to-date knowledge of the market and industry trends
Requirements6
- 15+ years building ETL pipelines with Spark and Airflow
- 2Series 65 or CFP certification
- 3Bachelor’s degree in finance or a related field
- 4Current certificate of qualifications (Series 65 or CFP)
- 5Ability to provide reliable data-based financial advice
- 6Excellent negotiation communication and presentation skills
Salary Insight
$85k per year
Location
Required Skills
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