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The role requires strong analytical skills, excellent interpersonal abilities, and a deep understanding of financial markets and products.  \n• Assess clients' financial needs, goals and risk tolerance to develop tailored financial plans.  \n• Provide recommendations on investment strategies, asset allocation, retirement planning, tax strategies and estate planning.  \n• Assist clients with insurance planning, including life, health and long-term care insurance.  \n• Monitor market trends, financial products and economic developments to advise clients on investment adjustments.  \n• Educate clients on financial products and services, ensuring transparency and informed decision making.  \n• Maintain and grow a portfolio of clients through networking, referrals and ongoing relationship management.  \n• Ensure compliance with industry regulations and company policies.  \n• Collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive financial solutions.  \n• Keep accurate records of client interactions, financial plans and transactions.  \nMinimum Qualifications & Requirements  \n• Education:  \no Bachelor’s degree in business and/or finance/accounting  \no Series 65 and Life Insurance license required  \no CFP preferred or willingness to obtain in first 12 months.  \no MBA preferred  \n• Skills & Abilities:  \no Analytical and systematic thinking  \no Attention to detail  \no Influencing, motivating and negotiating skills  \no Proven work-related analytical experience  \no Strong interpersonal and communication skills  \no Active in professional lifelong learning  \n• Experience:  \no 3-5 year’s experience in wealth management or similar role.","cbCaisJaRF6Rw6tP","https://ap.wps.com/l/cbCaisJaRF6Rw6tP","pdf",177320,"English","# Job Title\n## Reports To and Location\n## Duties & Responsibilities\n## Minimum Qualifications & Requirements","[{\"question\":\"What are the key responsibilities of this Financial Advisor role?\",\"answer\":\"Assess clients’ needs, risk tolerance, and goals; develop tailored financial plans; recommend investment strategies, asset allocation, retirement, tax, and estate planning; support insurance planning; monitor markets; educate clients; and manage ongoing client relationships.\"},{\"question\":\"What qualifications and licenses are required?\",\"answer\":\"A bachelor’s degree in business and/or finance/accounting is required, along with a Series 65 and a Life Insurance license. CFP is preferred, with willingness to obtain it within the first 12 months.\"},{\"question\":\"How much relevant experience is expected?\",\"answer\":\"The position expects 3–5 years of experience in wealth management or a similar role, plus strong analytical and communication skills.\"}]","Financial Advisor Job Description - Responsibilities and Requirements | PDF",1789312972]