Financial Advisor Representatives– Financial Services Account Manager (Finance)
We are seeking professional and ambitious Financial Advisors to acquire and deepen relationships with clients by providing comprehensive financial planning, advice, and investment management to help individuals and families pursue their finance goals. As a Financial Advisor with Bellwether Investment Group, LLC (Bellwether), you will work one-on-one with clients to develop individually tailored investment plans comprised of personalized investment products and services. You will also provide ongoing assistance through services that help clients accumulate wealth and safeguard their assets.
Additional tasks of the Financial Advisor Representative include:
As a Financial Advisor Representative with Bellwether, you will evaluate clients’ financial needs, current holdings and available investment capital to help them identify their investment objectives. You will also monitor client portfolios and make recommendations that are consistent with changes in economic and finance markets and take into account clients’ needs and objectives.
Additional responsibilities of the Financial Advisor include:
As a Financial Advisor with Bellwether, you must possess superb verbal communication skills as well as leadership and training skills to occasionally direct the work of administrative employees. Our ideal Financial Advisor Representative demonstrates an excellent work ethic, applies effective listening and questioning techniques to identify client needs and uses mathematics sufficiently to analyze numerical data, ratios among percentages and rates of change in trend analysis. You must also have strong working knowledge of economic and accounting principles as well as the financial market.
Additional requirements for the Financial Advisor include:
At Bellwether, we understand that our employees work hard, so we offer an outstanding benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are on a first-name basis with one another and enjoy company events together. Senior management is uniquely accessible, and you'll benefit from a supportive family atmosphere where time and resources are dedicated to your personal growth.
Additional benefits for the Financial Advisor include:
Please send resume to firstname.lastname@example.org