What are the responsibilities and job description for the Investment Advisor position at Talon Wealth?
Talon Wealth specializes in helping individuals and families achieve their financial goals by providing personalized wealth planning strategies. We focus on understanding our clients' unique priorities and objectives to create tailored plans for retirement asset growth, preservation, and overall wealth management. Our comprehensive approach includes areas such as cash flow analysis, tax planning*, asset diversification, credit management, investment allocation, and estate planning. At Talon Wealth, building trusted and lasting relationships with our clients is at the core of what we do.
This is a full-time on-site role for an Investment Advisor located in Tampa, FL. The Investment Advisor will be responsible for developing and managing client portfolios, creating financial plans, and providing investment recommendations tailored to client needs and goals. The role involves regular client consultations to review financial plans, delivering high-quality customer service, and staying up-to-date with financial regulations and market trends. The Investment Advisor will also work closely with the team to implement effective investment strategies.
- Proficiency in Financial Planning, Finance, and Investment Strategies for creating tailored wealth management plans
- Strong knowledge of Investments and asset management practices
- Exceptional Customer Service skills with the ability to build client relationships and trust
- Excellent communication and interpersonal skills
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred
- A bachelor's degree in finance, economics, or a related field
- Proven track record of financial advising or investment management experience