What are the responsibilities and job description for the Financial Advisor position at Leeward Financial Group?
Company Description
Leeward Financial Group believes that financial advisory services should cater to the unique needs of each client, from individuals and families to high-caliber institutions. Our personal approach and robust capabilities allow us to create customized investment solutions and deliver a high standard of service. Whether managing personal wealth or elevating a business, we remain focused on strategic thinking and opportunities to help drive success. Leeward Financial Group is independent of Raymond James Financial Services, with securities offered through Raymond James Financial Services, Inc.
Role Description
This is a full-time on-site role for a Financial Advisor located in Fort Lauderdale, FL. The Financial Advisor will be responsible for providing advice on financial planning, retirement planning, and investments. Daily tasks include developing personalized financial strategies, conducting financial assessments, managing investment portfolios, and maintaining client relationships. The role involves working closely with clients to understand their financial goals and provide customized solutions.
Qualifications
- Experience in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Proven track record in Financial Advisory
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication skills
- Ability to work on-site in Fort Lauderdale, FL
- Bachelor’s degree in Finance, Economics, Business, or related field
- CFP (Certified Financial Planner) designation is a plus