What are the responsibilities and job description for the Financial Advisor position at Kestra Financial Independent Advisor?
New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives.
- Develop customized financial plans to help clients achieve their financial goals
- Manage investment portfolios and monitor market trends and economic conditions
- Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
- Actively participate in business development activities to build new client relationships and expand the Firm’s network
- Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
- Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
- Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients
- Bachelor’s degree in finance, accounting, economics, or a related field preferred but not required
- Minimum of 2 years of experience in the financial industry
- Certified Financial Planner (CFP®) certification preferred but not required
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
- Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work
