Integrity Financial Group · 1 day ago
Financial Advisor
Chandler, AZ
Full-time
Onsite
Mid LevelIntegrity Financial Group is dedicated to assisting individuals in creating tailored solutions for their retirement assets. The Financial Advisor will be responsible for providing personalized financial planning and investment advice, assisting clients with retirement planning strategies, and recommending tailored solutions to meet client objectives.
Financial Services
Hiring Manager
OJ Liberta
Responsibilities
Providing personalized financial planning and investment advice
Assisting clients with retirement planning strategies
Recommending tailored solutions to meet client objectives
Financial analysis
Client consultations
Preparing financial plans
Maintaining relationships with clients to support their financial well-being
Qualification
Required
Competence in Financial Planning, Retirement Planning, and Financial Advisory
Strong knowledge of Finance and investments
Excellent interpersonal and relationship-management skills
Attention to detail with strong analytical and problem-solving capabilities
Proficiency in relevant software and tools for financial analysis and planning
Bachelor's degree in Finance, Business, Economics, or a related field
Preferred
Relevant certifications such as CFP (Certified Financial Planner) or equivalent are preferred
Company
Integrity Financial Group
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase