Financial Advisor

Craigslist

Company

Job typeFull-time

Workplace typeOnsite

Experience levelNo experience limit

Education levelNo degree limit

Description

Summary: As a Financial Advisor, you will help clients make informed decisions about their financial goals, assess needs, explain investment options, and develop financial plans. Highlights: 1. Help clients make informed decisions about their financial goals 2. Develop financial plans and support various management aspects 3. Build lasting client relationships and provide clear guidance As a Financial Advisor, you’ll help clients make informed decisions about their financial goals. You’ll assess their needs, explain investment options, and develop financial plans that reflect their circumstances. Your work may include wealth management, investment management advisory services, portfolio management, and cash management. You’ll apply financial analysis and research to support recommendations and build lasting client relationships. Duties Assess client goals and financial circumstances; communicate recommendations clearly and manage ongoing client relationships. Develop financial plans and support investment, wealth, asset, and portfolio management, including cash management. Explain financial products and banking services, and support financial sales with a client-focused approach. Review financial markets, conduct research and analysis, and use financial software to inform recommendations. Follow financial compliance requirements and applicable financial regulations; coordinate with tax, estate planning, and accounting professionals as appropriate. Your impact: Clear, well-supported guidance helps clients understand their options and make decisions aligned with their financial goals. Experience Experience in financial services, investment client management, financial planning, or the securities industry is relevant; familiarity with FINRA (Financial Industry Regulatory Authority) requirements and securities law is valuable. Knowledge of financial concepts, markets, regulations, investment management, banking, and financial product expertise is important. Tax experience and knowledge of estate planning, wills, trusts, and estate law are preferred. Background in financial analysis, math, accounting, corporate, technical, or public accounting can be useful, as can customer relationship management and sales experience. Apply sound judgment and clear communication when handling client information and financial decisions. Work Location: Remote

Source: craigslist

Posted by

Craigslist · HR

Location

Craigslist · HR

Similar jobs

Full-Charge Bookkeeper (contract, part-time, remote) (Lake Forest Park)

Full-time

Onsite

Washington

Summary: This part-time Full-charge Bookkeeper role involves managing the organization's day-to-day financial affairs, including ledger, accounts, ban

Full-charge bookkeeping for financial affairs
Manages ledger, accounts, banking, payroll, reporting
Consults on general financial matters

HRCraigslist

International Bank-Account Officer Job Title: International Bank-Account Officer (Entry Level – Full

We are looking for a trustworthy, detail-oriented person to help manage international bank accounts and distribute payments to contractors worldwide.

Barry ChampionEls management

Accountant or Accounting Assistant (inner richmond)

$50,000-120,000/year

Full-time

Onsite

San Francisco,California

Summary: This role involves preparing various tax returns, conducting accounting and bookkeeping tasks, providing non-assurance and non-attest service

Engage in preparing business, individual, and trust income tax returns
Perform accounting, bookkeeping, and non-assurance services
Manage client projects from start to finish with research and analysis

HRCraigslist

Structural drawing of 4 bedroom duplex

$2,000/week

Contract

Remote

The core purpose of the role is to prepare a complete, permit-ready structural drawing package for a modern 4-bedroom duplex. This involves designing

David MarkWorkableActive today

Staff Accountant/AP - Flexible or Full Time (petaluma)

Summary: Seeking a dedicated Staff Accountant/Accounts Payable individual with strong attention to detail for a role involving payroll, A/P, and gener

Opportunity for future growth based on candidate performance
Work independently with efficiency and accuracy
Flexible 32-40 Hours per week

HRCraigslist

Document Translator

$4,500/month

Part-time

Hybrid

We are looking for a talented Freelance Document Translator to help us localize our [e.g., User Manuals / Marketing Materials]. This is a remote posit

David MarkWorkableActive today