Portfolio Jobs

Find your next careers at one of Acadian's portfolio companies

Financial Advisor

SquarePeg

SquarePeg

Accounting & Finance
United States
Posted on Tuesday, July 2, 2024
Job Overview

Our client is the Forbes #1 company in wealth management and resources.

As a Financial Advisor, you will play a crucial role in providing comprehensive financial planning and investment management services to your clients. The ideal candidate will have a proven track record of success in the financial services industry.

Responsibilities

  • Build and maintain strong client relationships by understanding their financial goals, needs, and risk tolerance.
  • Conduct regular reviews of clients' financial situations and provide appropriate recommendations.
  • Develop comprehensive financial plans tailored to clients' individual goals and objectives.
  • Provide guidance on retirement planning, estate planning, tax strategies, and investment management.
  • Analyze market trends and economic indicators to make informed investment recommendations.
  • Implement and manage investment portfolios in alignment with clients' risk profiles and financial objectives.
  • Evaluate clients' risk tolerance and develop strategies to mitigate potential financial risks.
  • Stay informed about changes in financial regulations and market conditions that may impact clients' investments.
  • Educate clients on various financial products, investment strategies, and market trends.
  • Conduct seminars or workshops to enhance clients' financial literacy.

Qualifications

  • Bachelor's degree in Finance, Business, or a related field.
  • Minimum of 3 years of experience as a Financial Advisor.
  • Relevant industry certifications (e.g., CFP, CFA) are highly desirable.
  • Strong knowledge of financial planning, investment strategies, and market trends.
  • Excellent interpersonal and communication skills.
  • Proven ability to build and maintain client relationships.
  • Detail-oriented with strong analytical and problem-solving skills.

Additional Information

Benefits: Competitive salary with performance-based bonuses.