Industry: Financial Planning Consultants,Investment Advisory Service,Financial Planners

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 Critt Walton – RBC Wealth Management

About Us

Critt Walton – RBC Wealth Management is a leading financial advisory firm that is dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized investment advice and financial planning services to individuals, families, and businesses.

We are Hiring: Financial Advisor

Job Description

As a Financial Advisor at Critt Walton – RBC Wealth Management, you will work closely with clients to understand their financial objectives and develop customized strategies to help them achieve their goals. You will provide comprehensive investment advice, financial planning, and wealth management solutions to clients.

Responsibilities

• Conduct in-depth analysis of clients’ financial situations
• Develop customized investment strategies based on clients’ risk tolerance and financial goals
• Monitor clients’ investment portfolios and provide ongoing recommendations
• Assist clients with retirement planning, education funding, and estate planning
• Stay informed about market trends and investment opportunities
• Build and maintain strong relationships with clients

Qualifications

• Minimum of 3 years of experience in financial planning or investment advisory
• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

• Competitive salary and bonus structure
• Comprehensive benefits package
• Ongoing professional development and training opportunities
• Supportive and collaborative work environment
• Potential for career advancement within the company

Apply Today

If you are passionate about helping clients achieve their financial goals and have the qualifications and experience to excel as a Financial Advisor at Critt Walton – RBC Wealth Management, we want to hear from you. Apply on this page to join our dynamic team and make a difference in the lives of our clients.

Join us in shaping a secure financial future for our clients!