FINANCIAL ADVISOR

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

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GULF COAST COMMUNITY BANK

Category: Financial Services, Size: 10 TO 19

FINANCIAL ADVISOR: GULF COAST COMMUNITY BANK

Any relevant experience and qualifications that you can bring to this role will be advantageous. GULF COAST COMMUNITY BANK will provide a competitive benefits package in line with the industry, and is an equal opportunities employer. Please visit the website for further information about this role.

Position: Financial Advisor
Location: Pensacola
Hours: Full Time
Salary Guide: $20,000 – $30,000
Last Updated: 26 April 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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