Financial Advisor (Sales and Related) at HS Fiduciary Services

Job Overview 
We are seeking a knowledgeable and motivated Financial Planner to join our dynamic team. The ideal candidate will possess a strong background in financial services and demonstrate expertise in various areas such as investment management, tax planning, and wealth management, but no experience is necessary, thanks to our world class training program. As a Financial Planner, you will work closely with clients to develop personalized financial strategies that align with their goals and objectives, ensuring their financial well-being.
Duties
* Conduct comprehensive financial assessments to understand clients' current financial situations and future goals.
* Develop tailored financial plans that encompass investment management, estate planning, and portfolio management.
* Provide ongoing financial analysis and advice to clients regarding their investments, tax implications, and overall wealth management strategies.
* Build and maintain strong customer relationships through regular communication and meetings to review progress and adjust plans as necessary.
* Stay informed about market trends, economic conditions, and changes in financial regulations that may impact clients' portfolios.
* Collaborate with other financial professionals to ensure a holistic approach to client service.
* Educate clients on various financial products and services available to them.
Qualifications
* Moral and ethical compass
* Strong knowledge of investment management principles, tax regulations, estate planning strategies, and portfolio management techniques.
* Excellent analytical skills with a solid foundation in mathematics for effective financial analysis.
* Proficiency in customer relationship management tools and software.
* Exceptional communication skills with the ability to explain complex financial concepts clearly to clients.
* Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous but not mandatory.
Join our team as a Financial Planner where you can make a significant impact on clients' lives by helping them achieve their financial aspirations!

Job Type: Part-time

Pay: $50,000 - $125,000 per year

Benefits:

* Flexible schedule
* Professional development assistance
* Referral program
Compensation Package:

* Bonus opportunities
* Commission pay

Schedule:

* Choose your own hours


Work Location: Remote




* Using a proven business system to achieve your goals as you service clients
* Assist clients with personal investment and financial planning needs utilizing the financial planning process
* Prepare and implement the financial planning recommendations
* Provide initial financial planning recommendations
* Identify prospective clients and enroll in financial planning services
* Designing a comprehensive financial plan and an investment policy statement
* Supporting the needs of organization's financial planning
* Provide comprehensive, objective education and guidance to diverse individuals in a remote environment
* Providing comprehensive personal financial and investment planning to ordinary Americans as well as corporate executives and other high net worth individuals
* Create a culture of individualized, results-driven financial management and integration for clients and families
* Seek to provide financial education to vulnerable communities
* Present written personal financial plans with financial exhibits and provide objective education in the areas of estate settlement, income and estate tax, employee benefits
Recommended Skills
* Coaching And Mentoring
* Leadership
* Self Sufficiency