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Financial Advisor Jobs

Company

Evans Denham LTD
Address United States
Employment type FULL_TIME
Salary
Category IT Services and IT Consulting
Expires 2023-07-16
Posted at 11 months ago
Job Description

Financial Advisor


Our client is looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.


Responsibilities

  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Cultivate client base and build win-win relationships
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Liaise with providers, solicitors, valuers and other professionals
  • Comply with all industry rules and regulations
  • Guide clients towards a profitable and secure financial decision
  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas


Requirements

  • BS degree in Finance or related field
  • Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
  • Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
  • Excellent PC knowledge and ability to operate database systems
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to provide appropriate data-based advice
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Strong communication, negotiation and presentation skills


Benefits

  • Gym membership
  • Active support of continuous professional development
  • Flexible working hours
  • 24 days holiday (including floating bank holidays)
  • Enhanced sick pay
  • Recruitment referral bonus scheme
  • Enhanced pension contribution


Note: Due to our volume of applicants, if you have not been contacted within 5 working days then you have not been successful