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Financial Advisor

Vaco Staffing • Tuscaloosa, AL

Posted 2 months ago

Job Snapshot

Full-Time
Experience - 2 years
Degree - 4 Year Degree
$40,000 - $50,000/Year
Accounting - Finance
Accounting

Job Description

One of our clients is looking to add a Financial Advisor to its team. The qualified candidate will be responsible for providing consulting services in order to help clients achieve financial goals.

Responsibilities:

  • Asses client needs and formulate proper strategies
  • Apply up-to-date information in order to communicate suitable investments for each customer
  • Perform research and review financial news
  • Work with bank officers and third-party dealers to bring needed services to clients
  • Assist with sales efforts by creating presentations to show clients product information and market trends

Requirements:

  • Bachelor's Degree in Finance or Accounting
  • 2+ years of similar experience
  • Working towards Series 7, Series 66 (or both Series 63 and 65) Certification
  • Excellent communication and interpersonal skills
  • General knowledge of bank products and services
  • Familiarity with Bank Secrecy Act and AntiMoney Laundering
Job ID: FINAN62009
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