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Financial Advisor

Company: JP Wealth Advisors, LLC
Location: Mcallen
Posted on: September 18, 2022

Job Description:

We are looking for a motivated individual to work with clients to create strategies for eliminating financial risk and building wealth over the long term . The Advisor will also provide a game plan that will put clients on track to achieve their financial goals.You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to identify customers' needs, design financial strategies and close a sale. Responsibilities Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client's overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas Keep abreast of new industry's trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary Comply with all industry rules and regulations Skills Proven working experience as a financial adviser, controller, planner, specialist, sales or relevant experience Ability to analyse market's financial data and to provide appropriate data-based advice Strong communication, negotiation and presentation skills Accuracy, attention to detail and the ability to explain complex information clearly and simply Excellent PC knowledge and ability to operate database systems Insurance license will be required if position is offeredJob Types: Full-time, ContractPay: From $70,000.00 per yearBenefits: 401(k) Dental insurance Health insurance Health savings account Vision insurancePhysical setting: OfficeSchedule: 10 hour shift Day shift Monday to Friday Night shift Weekend availabilityAbility to commute/relocate: Mcallen, TX 78503: Reliably commute or planning to relocate before starting work (Preferred)Education: High school or equivalent (Preferred)Work Location: One location

Keywords: JP Wealth Advisors, LLC, McAllen , Financial Advisor, Accounting, Auditing , Mcallen, Texas

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