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Jr. Financial Adviser

Company: Tax Works Inc
Location: Rocklin
Posted on: May 10, 2022

Job Description:

Job Description We are seeking a Jr. Financial Adviser to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on investment strategies and other financial decisions Assess clients' assets, liabilities and overall financial conditions Prepare presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base --- Qualifications: Previous experience in banking, financing, or other related fields Securities licensed currently 6 or 7 Clean U4 Familiarity with investment products and services Ability to build rapport with clients Strong analytical and critical thinking skills Excellent written and verbal communication skills --- Value Prop: Work closely with experienced financial advisor Possible Salary and or Commission or combination of both W2 or 1099 opportunities Complete turn key environment Diversified basket of investments and services available to offer current and future clients Administrative staff All technology provided Office Space Professional Company Image and Structure Competitive compensation program Company Description We do wealth management, taxes, estate planning, and all insurances.

Keywords: Tax Works Inc, Rocklin , Jr. Financial Adviser, Accounting, Auditing , Rocklin, California

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