Personal Financial Advisor

We are seeking a dedicated and client-focused Personal Financial Advisor to join our growing team. The ideal candidate will be responsible for providing comprehensive financial guidance to a diverse clientele. You will work directly with clients to understand their unique goals, analyze their financial situation, and develop tailored strategies to help them achieve financial security and build wealth for the future.

Key Responsibilities:

Client Relationship Management:

Conduct in-depth consultations with new and existing clients to understand their financial objectives, risk tolerance, and life circumstances.

Build and maintain long-term, trusted relationships as a primary financial point of contact.

Provide ongoing financial advice and service, ensuring clients feel supported and informed.

Financial Plan Development & Analysis:

Perform comprehensive financial analyses, including assessment of assets, liabilities, cash flow, insurance coverage, tax status, and retirement goals.

Develop, present, and implement customized financial plans covering areas such as investments, retirement planning, estate planning, tax strategies, and risk management.

Utilize financial planning software and tools to create projections and scenario analyses.

Investment Strategy & Management:

Provide objective advice on asset allocation and investment portfolio construction based on the client's plan.

Monitor and review client investment portfolios, recommending adjustments as needed based on market conditions or changes in client goals.

Educate clients on investment concepts and strategies.

Implementation & Ongoing Service:

Assist clients with the implementation of recommended financial products and strategies (e.g., setting up retirement accounts, initiating transfers).

Conduct regular portfolio and financial plan reviews (annually or as needed).

Proactively communicate with clients regarding market updates, legislative changes, and opportunities relevant to their plan.