The #1 Site for Finance Jobs - search all Finance jobs.

Financial Advisor DOE

Description

We are 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
•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
•Guide clients towards a profitable and secure financial decision
•Cultivate client base and build win-win relationships
•Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
•Keep abreast of new industry?s trends and research market to back up financial consulting
•Oversee the course of the financial plan and update it, if necessary, to ensure profits
•Comply with all industry rules and regulations
•Liaise with providers, solicitors, valuers and other professionals

Requirements
•Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
•Track record of successful financial guidance
•Ability to analyze market?s financial data and to provide appropriate data-based advice
•Strong communication, negotiation and presentation skills
•Accuracy, attention to detail and the ability to explain complex information clearly and simply
•Working knowledge/experience of financial planning software programs
•Excellent PC knowledge and ability to operate database systems
•Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
•BS degree in Finance or related field
We are an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, age (40 and over), gender identity, national origin, protected veteran status, disability or any other protected classification under federal and state law.

Requirements

 

Job Snapshot

Location US-CA-Los Angeles
Employment Type Full-Time
Pay Type Year
Pay Rate $60,000.00 /Year
Store Type Other
Apply

Company Overview

AppleOne

What if you knew how employers viewed your resume so you had the best shot at getting an interview? What if you went into the interview with confidence knowing in advance what you were likely to be asked and how best to answer? What if you could have someone negotiate your salary for you? And, what if you had somebody in your corner to give you advice and hope when you needed it? This isn't a fantasy. For over half-a-million people this is what it's like working with AppleOne. Since 1964, we have connected the best people, their talents, skills, and aspirations with the best companies. Let us help you achieve your career goals. Learn More

Contact Information

US-CA-Los Angeles
Raquel Escoto
8185771002
(818) 577-1024
Snapshot
AppleOne
Company:
US-CA-Los Angeles
Location:
Full-Time
Employment Type:
Year
Pay Type:
$60,000.00 /Year
Pay Rate:
Other
Store Type:

Description

We are 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
•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
•Guide clients towards a profitable and secure financial decision
•Cultivate client base and build win-win relationships
•Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
•Keep abreast of new industry?s trends and research market to back up financial consulting
•Oversee the course of the financial plan and update it, if necessary, to ensure profits
•Comply with all industry rules and regulations
•Liaise with providers, solicitors, valuers and other professionals

Requirements
•Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
•Track record of successful financial guidance
•Ability to analyze market?s financial data and to provide appropriate data-based advice
•Strong communication, negotiation and presentation skills
•Accuracy, attention to detail and the ability to explain complex information clearly and simply
•Working knowledge/experience of financial planning software programs
•Excellent PC knowledge and ability to operate database systems
•Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
•BS degree in Finance or related field
We are an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, age (40 and over), gender identity, national origin, protected veteran status, disability or any other protected classification under federal and state law.

Requirements

 
M3x5406866gb8qhsykx
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Financial Advisor DOE Apply now