Financial Advisor

Financial Advisor – Providence, RI

4 days ago – Be among the first 25 applicants

$70,000.00/yr – $85,000.00/yr

Commission and Sign‑on bonus

• Conduct a comprehensive assessment of clients’ financial situations, including income, expenses, assets, liabilities, insurance coverage, tax status, and financial objectives.
• Analyze market data to recommend investment strategies tailored to clients’ risk tolerance and financial goals, advising on products such as stocks, bonds, mutual funds, and insurance.
• Build and maintain long‑lasting relationships with clients by providing personalized financial planning services and advice, including regular portfolio reviews and adjustments based on changes in the client’s life or financial markets.
• Educate clients on financial concepts, investment options, and potential risks, ensuring they understand the implications of their financial decisions.
• Stay updated with changes in financial regulations and ensure all advice and practices comply with legal standards.
• Expand the client base through networking, referrals, and understanding market needs to identify new business opportunities.
• Prepare or interpret financial documents, investment performance reports, and income projections for clients to review their financial status and progress toward their goals.

Entry level

Full‑time

Customer Service, Business Development, and Finance

• Medical insurance
• Vision insurance
• Pension plan
• Disability insurance

Apply BELOW