Financial Advisor
Stonewater Financial is a burgeoning wealth management firm with a small yet robust team dedicated to fostering long-term support and growth for our advisors. As we expand, we’re seeking a proactive and dedicated Financial Advisor to join our esteemed team. In this role, you will play a pivotal part in assisting our clients in planning for their financial future. Your expertise in financial planning, investments, and wealth management will be instrumental in helping our clients achieve their financial goals and secure a stable financial future.
Key Responsibilities:
– Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and life goals. Provide personalized financial advice to help them achieve their financial targets.
– Financial Planning and Analysis: Develop comprehensive financial plans and conduct thorough financial analysis to provide insightful recommendations. This includes retirement planning, tax planning, estate planning, investment analysis, and risk management.
– Portfolio Management: Build and manage diversified portfolios tailored to meet clients’ financial objectives while adhering to their risk tolerance levels.
– Investment Recommendations: Analyze market trends, economic indicators, and investment products to provide informed investment recommendations.
– Client Relationship Management: Build and maintain long-term relationships with clients, providing them with timely financial advice and updates on economic trends and their portfolio performance.
– Compliance Adherence: Ensure strict adherence to industry regulations, ethical standards, and company policies when providing financial advice and managing client portfolios.
– Continuous Learning and Improvement: Stay abreast of the latest industry developments, investment products, and financial planning tools to provide the best advice to clients.
Required Qualifications, Capabilities, and Skills:
– Bachelor’s degree or equivalent experience.
– Proven ability to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment.
– Ability to proactively identify and deliver appropriate solutions that address the needs of our clients.
– Effective communication skills, maintaining professionalism in difficult situations.
Preferred Qualifications, Capabilities, and Skills:
– Ability to adapt to changing technology and regulatory policies.
– Highly proficient in Microsoft Word, PowerPoint, and Excel.
– Experience in building and maintaining client relationships.
– Strong skills in financial planning, account opening, account maintenance, and documentation.
– Proficiency in preparing materials for client meetings, managing relationships, and account reviews.
– Ability to prepare timely and accurate performance reports, identify business and product opportunities, and engage in proactive risk management.
– Experience in marketing, utilizing social media to promote the Company, and engaging prospective new clients.
Stonewater Financial is dedicated to fostering a team-oriented, supportive environment. We believe in investing in the growth of our team members and providing them with the tools and support necessary to excel in their roles. If you’re ready to take the next step in your career and contribute to a client-focused, results-driven team, we invite you to apply.
If you have any questions, feel free to reach out to us at [email protected]