What are the responsibilities and job description for the Financial Advisor position at Independent Contractor?
Company Description
We help people make money, save money, get out of debt, become properly protected, and financially independent.
Role Description
This is a hybrid role for a Financial Advisor, located in Mobile, AL, with some work-from-home flexibility. The Financial Advisor will be responsible for advising clients on their financial goals, developing financial plans, managing investments, and assisting with retirement planning. The day-to-day tasks include meeting with clients to discuss their financial needs, conducting financial analyses, recommending financial products, and monitoring client portfolios to ensure they are on track to meet their goals.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Knowledge in Finance and Investments
- Proficiency in Financial Advisory tasks
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and within a team
- No experience needed
- On the job training with flexible hours