What are the responsibilities and job description for the Financial Advisor position at AppleOne Employment Services?
TITLE:
FINANCIAL ADVISOR
ABOUT THE JOB:
We are seeking experienced candidates to apply for a Financial Advisor position for a wealth management company in Fresno. You will be responsible for meeting with clients to review current financial status and provide strategic advice on financial planning, investments, educating them on products and services to reduce debts and maximize profitability and reach financial goals.
PERKS & BENEFITS:
- Paid Vacation and Sick time
- Medical, Dental/Life Insurance
- 401k available
SKILLS & QUALIFICATIONS:
- Proficiency with Microsoft Word, Outlook and advanced Excel.
- Minimum 2-5 years of experience in a Financial Advisor role is highly desired
- BA/BS college degree is a plus.
- Preferably have a Financial Advisor license.
- Strong knowledge on financial products, stocks, bonds, insurance plans, market research/trends, federal regulations and compliance, preparing financial documents/reports and working with related software programs.
- Strong customer service and communication skills
HOW TO APPLY:
- Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne
- kristins@appleone.com