Financial Advisor

Job Description

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Required Knowledge, Skills, and Abilities

• must have current finra series 7 and 63 securities registration (66 or 65 preferred).
• life and health license.
• knowledge of mutual funds
• securities
• and insurance industries.
• proficient in word
• excel
• outlook
• and powerpoint.
• comfortable using a com

Education + Experience

• Qualification: Degree