FIG Talent Solutions ยท 2 weeks ago
Financial Advisor
Scottsdale, AZ
Full-time
Onsite
Senior LevelFIG Talent Solutions is a financial services firm dedicated to helping retirees achieve financial security. They are seeking a Lead Financial Advisor to facilitate client operations, perform portfolio risk analysis, and assist with client meetings and recommendations.
Financial Services
Hiring Manager
Lori Glaser Miller
Responsibilities
Prepare Client files with critical and pertinent financial planning information
Initiate Business to Business phone calls in support of financial transactions
Build rapport and provide hospitality to clients
Perform portfolio risk analysis and provide investment recommendations based on research
Assist with client case updates, on-boarding, applications, and documents, meeting prep and process
Proofread documents for accuracy and completeness
Participate in client meetings to co-present recommendations and deliver advice
Meet with Clients and help close business
Qualification
Required
Strong interpersonal skills
Initiative
Integrity
Work ethic
Prepare Client files with critical and pertinent financial planning information
Initiate Business to Business phone calls in support of financial transactions
Build rapport and provide hospitality to clients
Perform portfolio risk analysis and provide investment recommendations based on research
Assist with client case updates, on-boarding, applications, and documents, meeting prep and process
Proofread documents for accuracy and completeness
Participate in client meetings to co-present recommendations and deliver advice
Meet with Clients and help close business
Knowledge of key financial, investment, risk management concepts and retirement planning
Proficiency with mathematical calculations
Strong organizational skills to manage multiple tasks efficiently
Proficiency in verbal and written communication
Ability to give an oral presentation to a small group
Social and emotional intelligence
Preferred
Bachelor's degree in Finance, Accounting, Business or Economics
Series 65 or 66 and 7
Life and health insurance license
Benefits
Base Salary with Bonus opportunities
Company
FIG Talent Solutions
FIG Talent Solutions provides experienced recruiting, performance management, and employee selection programs to the financial services community.
Founded in 2017Cornelius, North Carolina, US
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase