Benefits:

Bonus based on performance

Free food & snacks

Opportunity for advancement

Training & development

Benefits/Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job Summary

We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.

Responsibilities

Gather information to understand each client’s overall financial situation and needs and create individualized financial plans

Make recommendations around a variety of financial products and services

Network and develop relationships to create a strong client base

Seek out opportunities to make presentations, provide education, and sell services

Maintain up-to-date knowledge of the market and industry trends

Qualifications

Bachelor’s degree in finance or a related field

Previous experience as a Financial Adviser or related position

Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)

Understanding of the market’s financial data

Ability to provide reliable, data-based financial advice

Ability to explain complex financial information in simple terms

Excellent negotiation, communication, and presentation skills