What are the responsibilities and job description for the Investment Advisor Representative position at Client Focused Financial?
Job Summary
Join Client Focused Financial as an Investment Advisor , where you will play a pivotal role in guiding clients toward achieving their financial goals through tailored investment strategies. You will leverage your expertise in wealth management, financial planning, and financial analysis to deliver exceptional service and build lasting relationships. This position offers an exciting opportunity to work in a fast-paced environment, helping clients navigate complex financial landscapes with confidence and clarity. Your proactive approach to customer service and deep understanding of investment management, and financial planning will ensure clients receive comprehensive advice aligned with their unique needs.
Duties
- Develop personalized investment plans by assessing clients’ financial situations, goals, and risk tolerance using advanced financial analysis tools.
- Grow your book of business and client base. Leverage top technology and investment analysis
- Cultivate strong client relationships through regular communication, educational sessions, and tailored financial planning advice.
Experience
- Series 65, 66 license or CFP® designation
- 3 years of IAR experience
- Current AUM $5M
Job Types: Full-time, Contract
Pay: From $70,000.00 per year
Work Location: Hybrid remote in Saint Petersburg, FL 33701
Salary : $70,000