Financial Advisor @ RedBalloon | Jobright.ai
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Financial Advisor jobs in United States
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RedBalloon · 11 hours ago

Financial Advisor

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
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Responsibilities

Collaborate with clients to understand their financial goals and create tailored investment strategies.
Conduct thorough financial assessments to analyze clients’ current and future financial positions.
Provide expert advice on diverse investment options, including stocks, bonds, mutual funds, cryptocurrencies, and other financial instruments.
Assist clients in planning for key life events such as retirement, education funding, and estate planning.
Continuously monitor and adjust clients' portfolios to optimize performance and align with evolving goals.
Build lasting relationships with clients through regular communication, updates, and strategy reviews.
Stay current on market trends and financial strategies to ensure the highest level of service.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Advisor experienceFinancial products knowledgeInvestment strategiesDegree in FinanceCFPCFAFinancial planning software

Required

Bachelor’s degree in Finance, Business, Economics, or a related field.
Proven experience as a Financial Advisor or in a similar client-facing financial role.
Solid understanding of financial products, markets, and investment strategies.
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
Strong analytical skills to interpret complex financial data and market trends.
Comfortable using financial planning software and tools.
Ability to work independently and as part of a collaborative team.

Preferred

Advanced certifications (e.g., CFP, CFA) are a plus.

Company

RedBalloon

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3.8
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America's #1 non-woke job board, connecting serious job seekers with employers who won’t force employees to compromise their faith or values.
dateFounded in 2021
location
Moscow, ID
people-size2-10 employees
web-link
https://redballoon.work

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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