Financial Advisor - Bluecrest Financial Alliances

About us:

Bluecrest Financial Alliances is a dynamic company known for its robust financial solutions, serving a broad spectrum of clients. We pride ourselves on our commitment to professional development, high ethical standards, and a collegial and team-oriented environment. Bluecrest believes everyone should have the opportunity to achieve financial success and works relentlessly to empower our clients with innovative financial strategies.

The Opportunity:

We are currently seeking a mid-level Financial Advisor to join our team. This role offers a remarkable chance to make a significant impact, interacting directly with clients and working closely with our high-performing team. The selected candidate will help our clients achieve their financial goals through personalized financial strategies.

Job Responsibilities:

• Assess client's overall financial picture, understand their needs and develop a solid financial plan.
• Guide clients towards a profitable and secure financial decision.
• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
• Review and respond to clients’ changing needs and financial circumstances.
• Comply with all industry rules and regulations.

Desired Qualifications:

• Bachelor's degree in finance, economics or related field.
• Proven working experience as a Financial Advisor, Financial Planner or relevant experience.
• Ability to synthesize complex information and present it in an accessible way.
• Strong ethics, with a customer-centric approach.
• Up-to-date knowledge of financial products, legislation, and markets.

Nice-to-Haves:

• CFP, CPA, CFA or relevant professional certifications.
• Strong sales, negotiation and communication skills.
• Ability to build and manage client relationships.
• Experience with financial planning software.
• In-depth knowledge of tax laws, investment strategies and financial planning.