Financial Advisor jobs in United States
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FINITETEK INC · 2 days ago

Financial Advisor

positionJanesville, WI
timeFull-time
remoteOnsite
seniorityMid Level
money$52K/yr - $250K/yr

FINITETEK INC is seeking a Tax and Financial Advisor for their Janesville, WI location. The role involves providing financial planning, retirement planning, investment advice, and financial advisory services to clients.

Staffing & Recruiting
Hiring Manager
Drake Aubrey
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Responsibilities

Providing financial planning
Finance
Retirement planning
Investment advice
Financial advisory services to clients

Qualification

Financial PlanningRetirement PlanningFinancial AdvisoryCertified Financial PlannerAnalytical skillsOrganizedCommunication skillsInterpersonal skillsDetail-oriented

Required

Financial Planning and Finance skills
Retirement Planning and Investment skills
Financial Advisory expertise
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Detail-oriented and organized

Preferred

Certified Financial Planner (CFP) designation is a plus

Company

FINITETEK INC

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At FINITETEK INC, we’re more than a staffing and recruiting firm—we’re a trusted partner connecting exceptional talent with transformative opportunities.
location
Chantilly, VA, Virginia, US
people-size201-500 employees
web-link
https://www.finitetek.com

Funding

Current Stage
Growth Stage
Company data provided by crunchbase