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Financial Advisor

Company: HICKINGBOTTOM FINANCIAL SERVICES
Location: Stratford
Posted on: April 9, 2021

Job Description:

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.--We are an independently owned branch of Raymond James Financial Services. We work with a regional bank to provide investments, insurance products, and financial planning services to their customers. Each Financial Advisor in the branch services between 4 - 6 bank branches, but also has the flexibility to work with their own clients outside of the bank relationship. We currently have positions open in the following areas: Walnut Creek/Concord, Turlock/Merced, Elk Grove/Sacramento, and Stockton/Manteca.Responsibilities* Evaluate customers in terms of financial needs, current holdings and available investment capital. Helps them identify their investment objectives. Monitors customer's portfolio and makes recommendations consistent with changes in economic condition and financial conditions.* Provide financial planning support to clients* Prepare financial plans and check their accuracyQualifications* Bachelor's degree in Finance or related field* 3+ years' of industry experience* Strong understanding of the investment business* Excellent interpersonal skills

Keywords: HICKINGBOTTOM FINANCIAL SERVICES, Visalia , Financial Advisor, Accounting, Auditing , Stratford, California

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