Job Description

Are you interested in starting your career as a financial advisor and helping clients achieve their financial goals? We want to hear from you! The ideal candidate will have a strong willingness to learn, excellent communication skills, and a passion for providing great service. If you’re eager to build lasting relationships, grow your industry knowledge, and make a positive impact, we’d love to see your application! Apply today to join our team! Responsibilities: • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: We’re seeking individuals who are passionate about helping others and are eager to grow in the financial consulting field. If you’re someone who: • Has exceptional communication skills, both written and verbal. • Thrives in a team-driven environment but can also work independently. • Pays close attention to detail and excels in multitasking and time management . • Can stay calm and positive under pressure. • Is committed to providing outstanding client service. If this sounds like you, you’ll have the foundation to thrive at Novoa & Associates Financial Services! About Company: At Novoa & Associates, we believe in empowering clients through education. By helping them understand key financial concepts, we enable them to make confident, informed decisions about their financial futures. As a full-service financial firm, we specialize in a wide range of services including investments, wealth management, tax-free retirement planning, college savings, long-term care, estate planning, business strategies, credit restoration, and much more. We’re looking for individuals who share our commitment to financial education and client success. If you have the qualifications below, you’ll be well-positioned to thrive with us. Flexible Schedule: Enjoy the ability to set your hours.Part-Time or Full-Time: Choose the work schedule that fits your life.

Job Tags

Full time, Part time, Flexible hours,

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