Financial Advisor at KBW Financial

Top Wealth Management firm has need for a Financial Advisor due to growth of the organization.  This person should be an excellent communicator and be able to maintain and grow client relationships across the entire firm. No book of business needed. This role is 100% onsite.

Responsibilities :

• Responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients.
• Work closely with clients and the Senior Advisor of this team to help them achieve their financial goals and secure their financial future.

• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to other family offices.
• 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

Qualifications:

• 3+ years of Financial Planning or Financial Advisory experience
• Expertise in Finance and Investments
• Experience in retirement planning strategies
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Certifications such as CFP, CFA, or equivalent are a plus
• Bachelor's or Master's degree in Finance, Economics, Business, or related field