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