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Financial Advisor Job Opportunity at Riddle Insurance & Financial Services, Inc.

  • Location: Texas
  • Type: Full Time
  • Posted: October 5, 2024

Industry: Financial Services,Insurance

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Riddle Insurance & Financial Services, Inc. Job Advertisement

Position: Financial Advisor

Riddle Insurance & Financial Services, Inc. is a leading financial services firm based in the heart of downtown New York City. We are currently seeking a dynamic and experienced Financial Advisor to join our team. Our company has been in operation for over 20 years, providing clients with expert financial planning and insurance solutions. As a Financial Advisor at Riddle Insurance & Financial Services, Inc., you will have the opportunity to work with a diverse range of clients and help them achieve their financial goals.

Job Responsibilities:

  • Provide comprehensive financial planning services to individual clients
  • Develop and implement personalized investment strategies
  • Educate clients on various insurance products and services
  • Monitor and review client portfolios on a regular basis
  • Stay up to date on industry trends and regulations
  • Build and maintain strong relationships with clients
  • Collaborate with other team members to meet client needs

Qualifications:

  • A minimum of 3 years of experience in financial services
  • Series 7 and Series 63 licenses required
  • Certified Financial Planner (CFP) designation preferred
  • Strong understanding of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Detail-oriented and organized

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive health and dental insurance
  • 401(k) retirement plan with employer match
  • Paid vacation and sick leave
  • Ongoing training and development opportunities
  • Social events and team-building activities

Why Join Us:

At Riddle Insurance & Financial Services, Inc., we pride ourselves on creating a collaborative and supportive work environment where employees can thrive and grow. We offer competitive compensation, opportunities for advancement, and a commitment to work-life balance. As a Financial Advisor at our firm, you will have the chance to make a real impact on the lives of our clients and help them secure their financial future.

If you are a motivated and experienced Financial Advisor looking to take the next step in your career, we encourage you to apply for this exciting opportunity at Riddle Insurance & Financial Services, Inc. Please submit your resume and cover letter through our careers page.

We look forward to welcoming you to our team!

About Riddle Insurance & Financial Services, Inc.:

Riddle Insurance & Financial Services, Inc. is a full-service financial planning firm that has been serving clients in the New York City area since 2000. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to help clients achieve their financial goals. We offer a range of services, including retirement planning, investment management, and insurance solutions. Our mission is to empower our clients to make informed decisions about their finances and secure their financial future.

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