Industry: Financial Services,Financial Planners,Financing Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join our Team as a Financial Advisor at Steven A. Herzog – RBC Wealth Management!

Are you passionate about helping clients achieve their financial goals? Do you have a strong background in financial services and a desire to provide top-notch financial advice? If so, we want to hear from you!

About Us:

Steven A. Herzog – RBC Wealth Management is a leading financial advisory firm that is dedicated to helping clients build, manage, and protect their wealth. With a focus on personalized service and a comprehensive range of financial products and services, we are committed to helping our clients achieve financial success.

Job Description:

We are currently seeking a talented and experienced Financial Advisor to join our team. In this role, you will be responsible for providing comprehensive financial planning and investment management services to a diverse client base. You will work closely with clients to assess their financial needs and goals, develop personalized financial plans, and implement strategies to help them achieve their objectives.

Responsibilities:

• Conduct financial planning consultations with clients to assess their financial situation, goals, and risk tolerance
• Develop personalized financial plans that align with clients’ objectives and financial situations
• Implement investment strategies to help clients achieve their financial goals
• Monitor clients’ portfolios and provide ongoing financial advice and guidance
• Stay up-to-date on market trends, economic indicators, and financial products
• Build strong relationships with clients and provide exceptional customer service

Qualifications:

• Minimum of 5 years of experience in financial services or financial planning
• Strong knowledge of financial products, markets, and industry trends
• Excellent communication skills and the ability to build rapport with clients
• Certified Financial Planner (CFP) designation preferred
• Bachelor’s degree in Finance, Business, or related field
• Series 7 and Series 66 licenses required

Benefits:

At Steven A. Herzog – RBC Wealth Management, we value our employees and offer a competitive compensation package that includes a base salary, commission, and bonus structure. In addition, we provide ongoing training and development opportunities to help you grow and succeed in your career.

How to Apply:

If you are interested in joining our team as a Financial Advisor, please apply on this page. We look forward to reviewing your application and potentially welcoming you to our team!