Financial Advisor

Job Description

We are seeking a Financial Advisor to acquire and deepen relationships with clients by providing comprehensive financial planning and advice to help individuals.You will deliver personalized investment solutions to help clients work toward their long-term financial goals.


  • Advise clients and prospects on investment strategies and other financial decisions

  • Assess clients' assets, liabilities and overall financial conditions

  • Prepare presentations that recommend various financial products

  • Review and communicate portfolio performances to clients

  • Network and build relationships with new and existing client base


  • Previous experience in banking, financing, or other related fields

  • Familiarity with investment products and services

  • Ability to build rapport with clients

  • Strong analytical and critical thinking skills

  • Excellent written and verbal communication skills

  • Valid series 7 and Series 66

  • Clean CRD/U$

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