Financial Advisor, Robert Half

Financial Advisor

Robert Half

Location:

United States, Crestview Hills

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are seeking a knowledgeable and experienced Financial Advisor to assist our clients in managing their finances. The Financial Advisor will provide guidance to clients on financial planning matters such as retirement planning, education funding, tax planning, and debt management. The goal of the Financial Advisor is to help clients understand their financial situation and how they can use their resources to achieve their financial goals.

Job Responsibility:

guide clients towards strategic decisions by assessing their financial portfolios
develop appropriate strategies based on the understanding of the clients' financial goals and needs
provide investment recommendations as part of creating financial plans
manage risk and return to benefit clients
regularly conduct meetings with clients to review their progress towards financial goals
stay well-informed about market trends and economic events
ensure compliance with all rules and regulations in the industry

Requirements:

minimum of 3 years of experience in the asset management industry
proven experience as a Financial Advisor
demonstrated proficiency in creating and implementing Annual Financial Plans
proven track record in providing Financial Consulting services to clients
experience in Financial Planning is required, including budgeting, forecasting, and planning
expertise in Long-range financial planning is essential
must be able to interpret and analyze financial data to guide clients in making informed decisions
strong understanding of the financial market trends and investment strategies
excellent communication and client servicing skills
must hold relevant certifications in financial planning or asset management

What we offer:

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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