What are the responsibilities and job description for the Wealth Management Advisor position at Smart Mortgage Solutions?
Company Description
Creative Financial Network is a Financial Services company located in Fort Lauderdale , Florida. With a focus on offering comprehensive financial solutions, Creative Financial Network is dedicated to helping clients achieve their financial goals. Our team of experts specializes in a range of services to cater to individual needs, ensuring optimal outcomes for our clients. We pride ourselves on delivering exceptional customer service and fostering long-term client relationships.
Role Description
This is a full-time on-site role for a Wealth Management Advisor, located in Miami, FL. The Wealth Management Advisor will be responsible for assisting clients with financial planning, retirement planning, and investment strategies. Daily tasks include meeting with clients to understand their financial goals, developing and implementing personalized financial plans, managing investment portfolios, and providing ongoing financial advice. The advisor will also keep up to date with market trends and provide clients with the latest information to maximize their financial growth.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services expertise
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Bachelor's degree in Finance, Economics, Business, or related field
- Relevant certifications such as 2-15 2-14 is a plus
- Understanding of financial regulations and compliance requirements