Financial Advisor- REMOTE

Company: Core Group Resources
Location: Phoenix
Posted on: May 27, 2023

Job Description:

Core Group Resources () 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 . We are currently in the market for the following:Financial Advisor- REMOTEJob 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 $20M of AUM that is transferable- Series 65 or 66 license- Series 7 license- CFP is a plus- US Citizen or Green Card Holder

Keywords: Core Group Resources, Phoenix , Financial Advisor- REMOTE, Accounting, Auditing , Phoenix, Arizona