Responsibility :

• Meet with clients to assess their financial needs, goals, and risk tolerance, and provide tailored financial advice and solutions.
• Develop personalized financial plans that may include investment strategies, tax planning, retirement planning, and insurance solutions to help clients achieve long-term financial goals.
• Provide clients with advice on investment options, portfolio diversification, and asset allocation strategies, while ensuring alignment with their financial objectives.
• Guide clients in planning for retirement, including selecting retirement accounts, calculating future needs, and offering estate planning strategies.
• Maintain ongoing relationships with clients, providing regular updates and adjustments to financial plans based on changing circumstances or goals.
• Stay informed on market trends, financial products, and regulatory changes to provide clients with accurate and up-to-date information.
• Ensure all financial advice and transactions adhere to industry regulations and internal policies. Maintain thorough records of client interactions, recommendations, and financial plans.

Requirements :

• Proven experience as a Financial Advisor or in a related financial services role.
• Strong knowledge of financial products, investment strategies, retirement plans, and insurance.
• In-depth understanding of financial planning tools and software.
• Ability to build strong, trust-based relationships with clients and provide exceptional customer service.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
• Strong problem-solving skills and ability to analyze clients' financial needs and develop strategic plans.
• Ability to manage a diverse portfolio of clients and prioritize tasks effectively.
• Knowledge of regulatory and compliance requirements within the financial services industry.

Preferred Qualifications :

• Bachelor’s degree in Finance, Economics, Business, or related field. A Certified Financial Planner (CFP) designation or other relevant certifications is a plus.
• Proficiency in financial software and tools (e.g., Wealth Management Systems, Microsoft Excel, CRM tools).
• Strong communication skills, both written and verbal.
• Experience with ERP systems and financial management tools is a plus.

To apply this job, please share your resume at info@softventures.llc