Note: The job is a remote job and is open to candidates in USA. 1847Financial is a national organization of financial services firms dedicated to helping financial professionals build successful practices. They are seeking an Associate Financial Advisor - Team who will collaborate with senior advisors and clients to develop and implement financial plans, conduct financial and retirement planning, and manage investment portfolios.

Responsibilities

• Collaborate with senior advisors and clients to develop and implement financial plans
• Conducting financial and retirement planning
• Managing investment portfolios
• Providing tailored financial advisory services
• Analyzing clients’ financial needs
• Preparing recommendations
• Maintaining long-term relationships to help clients achieve their financial goals

Skills

• Proficiency in Financial Planning and Retirement Planning
• Strong knowledge of Finance and Investments
• Experience in Financial Advisory services and providing personalized client solutions
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills to build and maintain client relationships
• Strong organizational skills and ability to manage multiple clients and projects
• Bachelor's degree in Finance, Economics, Business, or a related field
• Certified Financial Planner (CFP) designation or a related professional certification

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