FINANCIAL ADVISOR

  • Full Time
  • Stuart
  • Salary Guide: $20,000 - $30,000


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FREEDMAN FINANCIAL GROUP

We are bursting at the seams and have an exciting opportunity for a Series 7 licensed, CFP professional to connect with our firm.... Role: Financial Advisor, Category: Financial Services, Size: 10 to 19

FINANCIAL ADVISOR: FREEDMAN FINANCIAL GROUP

We are bursting at the seams and have an exciting opportunity for a Series 7 licensed, CFP professional to connect with our firm.

Position: Financial Advisor
Location: Stuart
Hours: Full Time
Salary Guide: $20,000 – $30,000
Last Updated: 21 November 2022
Job Category: Financial Services

Financial Advisor Role:

A Financial Advisor, or Independent Financial Advisor helps people or businesses organise their finances. Duties include discussing finances and financial goals with clients, developing financial strategies for clients and reporting on financial progress.

Other Duties:

  • Meeting clients and discussing their finances and financial goals
  • Researching financial products for clients and explaining their key features and benefits
  • Negotiating better financial deals with providers on a client’s behalf
  • Researching financial law changes and economic trends
  • Reporting their clients’ financial results and investment progress
  • Supporting investment professionals to cultivate client relationships 



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