What are the responsibilities and job description for the Financial Advisor position at Herbert Financial Group?
Company Description
Herbert Financial has been serving businesses with financial solutions for the past 19 years, focusing on asset protection and consistent growth. Specializing in areas such as tax strategy, real estate strategy, employee benefits, 401K plans, and business investments, the company supports business owners and corporate clients alike. By leveraging an extensive network of insurance carriers and financial institutions, Herbert Financial provides tailored solutions to meet the unique and evolving planning needs of its clients. With a commitment to transparency, loyalty, and integrity, Herbert Financial empowers business leaders to make informed financial decisions and secure long-term success. The company is dedicated to understanding client needs and offering expert advice to protect hard-earned assets.
Role Description
This is a full-time on-site role for a Financial Advisor based in Monrovia, CA. The Financial Advisor will be responsible for providing financial planning and advisory services, creating customized strategies to meet clients' financial goals, and offering insight on retirement planning and investment portfolios. Day-to-day responsibilities include meeting with clients to assess their financial needs, conducting financial analyses, and recommending solutions that promote growth and stability. The role also entails staying updated on market trends and maintaining robust professional relationships with clients.
Qualifications
- Strong skills in Financial Planning, Retirement Planning, and understanding of Investments
- Knowledge of Finance, including business financial strategies and asset management
- Experience in providing Financial Advisory services to businesses and individuals
- Excellent interpersonal, communication, and client relationship management skills
- Ability to analyze financial data and develop tailored strategies for clients
- Relevant certifications such as Certified Financial Planner (CFP) or similar are preferred
- Bachelor’s degree in Finance, Business, or related field
- Knowledge of compliance and regulatory frameworks within financial services