Personal Finance Advisor
Job in
Richmond, Contra Costa County, California, 94875, USA
Listed on 2026-09-18
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and provide advice suited to their financial situations
- Help members and clients choose appropriate solutions to meet their financial goals
- Recommend investments, loans and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships and assess member/client satisfaction and service quality
- Follow up and identify areas for improvement
- Stay up-to-date on financial services industry developments, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
- College diploma in a related field
- A minimum of two years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Demonstrates expertise in financial advisory services, focusing on developing tailored solutions for clients' financial goals while maintaining strong business relationships. Proficient in risk management and staying informed on industry trends to enhance client satisfaction and service quality.
Highest-signal resume keywords- Financial Advisory Services
- Risk Management
- Client Relationship Management
- Mutual Fund Representative Certificate
- Bilingual in French
- Investment Recommendations
- Loan Products Knowledge
- Insurance Products Knowledge
- Financial Solutions Development
- Market Trends Analysis
- Interpersonal Communication
- Listening Skills
- Problem Solving
- Client Satisfaction Focus
- Mutual Fund Representative Certificate
- Financial Services
- Business Relationships
- Client Needs Assessment
- Service Quality Improvement
- Outreach Activities
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