Financial Advisor

The Perillo Group

  • Pennsylvania
  • Permanent
  • Full-time
  • 1 day ago
Financial AdvisorWe are seeking a dedicated and qualified Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their financial goals and objectives.Key Responsibilities:
  • Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
  • Developing customized financial plans to help clients achieve their financial goals
  • Providing clients with advice on investment strategies, financial products, and services
  • Monitoring and reviewing clients' financial situations regularly to ensure plans are on track
  • Staying up-to-date on financial industry trends, products, and legislation
Requirements:
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Certified Financial Planner (CFP) certification preferred
  • Proven work experience as a Financial Advisor or similar role
  • Excellent knowledge of investment and financial products
  • Strong analytical, communication, and interpersonal skills
If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Apply now to join our team as a Financial Advisor.

The Perillo Group