Senior Financial AdvisorThe Perillo Group • New Haven, CT, United States
Senior Financial Advisor
The Perillo Group • New Haven, CT, United States
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor's degree in Finance, Business, or related field; Master's degree preferred Certified Financial Planner (CFP) designation Proven experience in financial planning and investment management Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work independently and as part of a team
Job Description
Senior Financial Advisor
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing financial guidance and support to clients, developing financial plans, and assisting clients in making informed decisions about their money.
Responsibilities :
- Assess clients' financial situations by gathering information regarding their income, expenses, financial goals, and risk tolerance
- Develop customized financial strategies and plans to help clients achieve their financial goals
- Provide advice on investment strategies, mutual funds, bonds, and other investment opportunities
- Monitor clients' accounts and make recommendations to ensure they are aligned with financial goals
- Stay up-to-date on industry trends and changes that may affect clients' financial plans
Qualifications :
If you are a dedicated and knowledgeable financial professional looking to take the next step in your career, we would love to hear from you. Apply now to join our team as a Senior Financial Advisor.
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Financial Advisor • New Haven, CT, United States
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