Financial Advisor
📋 Role Overview & Responsibilities
Core Group Resources (www.coregroupresources.com) Is Americas Leading Recruitment Company. Founded By a Service Academy Graduate Who Has Offshore Experience, Core Group Resources Expertise Is Unmatched In The Marine Offshore Market, Finance, IT, Renewables, & Non-profit For Executive Search, Staffing, And Expertise Identification. For More Information Contact Us At 281 347 4700. We Are Currently In The Market For The Following
Financial Advisor
Job Summary
Build and maintain relationships with clients, including conducting client meetings, assessing their financial needs, and providing ongoing financial advice and guidance.
Responsibilities
Conduct thorough financial analyses and provide recommendations on investment strategies that align with clients' values, risk tolerance, and financial goals. Help clients navigate complex financial situations, such as retirement planning, estate planning, and tax optimization. Monitor clients' portfolios and provide regular updates on performance, as well as make adjustments to portfolios as needed. Maintain a deep understanding of financial regulations and compliance requirements, and ensure that all advice and recommendations adhere to these standards.
Requirements
Bachelor’s degree in Accounting, Business or Finance At least 5 years of experience in investment management or financial planning Must have at least $10M of AUM that is transferable Series 65 or 66 license Series 7 license CFP is a plus US Citizen or Green Card Holder
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This position is located in Alexandria, VA with potential relocation and sponsorship assistance depending on candidate qualifications.
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