Industry: Financial Services,Investment Advisory Service,Mutual Funds

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Ameri Financial Team Today!

Position: Financial Advisor

Ameri Financial is a leading financial services firm dedicated to helping our clients achieve their financial goals through expert advice and personalized service. We are currently seeking a motivated and experienced Financial Advisor to join our team in providing top-notch investment advisory services and mutual funds guidance.

Key Responsibilities:

• Assess clients’ financial situations and develop comprehensive financial plans
• Provide investment advice based on clients’ goals and risk tolerance
• Recommend suitable mutual funds and other investment products
• Monitor clients’ portfolios and adjust strategies as needed
• Stay current on market trends and financial products
• Build and maintain strong client relationships
• Adhere to all regulatory requirements and ethical standards

Qualifications:

• Minimum of 3-5 years of experience in financial services
• FINRA Series 7 and 66 licenses required
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of mutual funds, stocks, bonds, and other investment products
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Demonstrated track record of building and maintaining client relationships

Benefits:

• Competitive salary with bonus potential
• Comprehensive benefits package including health insurance and retirement savings plan
• Ongoing training and professional development opportunities
• Supportive and collaborative work environment
• Potential for career advancement within the company

If you are passionate about helping clients achieve their financial goals and possess the qualifications and experience required for this position, we invite you to apply to join the Ameri Financial team. Please submit your resume and cover letter on our careers page for consideration.

Apply now and take the next step in your career with Ameri Financial!