Financial Advisor
1 giorno fa
Financial Advisor at Kairos Position Overview:Kairos Accounting is looking for a knowledgeable and client-focused Financial Advisor to join our team.This role involves providing expert financial advice to our clients helping them make informed decisions about their financial futures.The ideal candidate will have a strong understanding of financial markets, investment strategies and personal finance management.Key Responsibilities:Client Financial Assessment:Conduct comprehensive evaluations of clients financial situations, goals and risk tolerance.Investment Strategy Development:Develop personalized investment strategies and financial plans tailored to clients' needs and objectives.Financial Planning and Advice:Provide ongoing financial planning and advice including retirement planning, tax strategies, estate planning and risk management.Portfolio Management:Manage and monitor clients' investment portfolios, making adjustments as necessary to align with financial goals and market conditions.Client Relationship Management:Build and maintain strong relationships with clients, offering timely and proactive financial advice.Market Analysis:Stay abreast of financial market trends and economic developments to inform investment strategies and client recommendations.Regulatory Compliance:Ensure all financial advice and planning adheres to legal and regulatory requirements.Educational Initiatives:Conduct financial education workshops and seminars for clients and the community.Qualifications and Skills:Bachelors degree in Finance, Economics or related field; Masters degree or professional certifications (e.g. CFP, CPA) preferred.Proven experience as a Financial Advisor or relevant financial planning role.In-depth knowledge of financial planning, investment strategies and market analysis.Excellent analytical and problem-solving skills.Strong interpersonal and communication abilities with an emphasis on building client relationships.Proficiency in financial planning software and Microsoft Office Suite.Detail-oriented with high ethical standards and professionalism.Benefits:Competitive salary with performance-based incentives.Health, dental and vision insurance plans.Retirement savings plan with company matching.Professional development opportunities and support for continuing education.Flexible working arrangements including remote work options.A collaborative and supportive team environment.Application Process:Interested applicants should submit their resume, cover letter and any relevant certifications via our website or toApply Here .Please use "Financial Advisor Application" as the subject line.At Kairos Accounting we value a work culture that is collaborative, inclusive and focused on our employees' well-being.We encourage creativity, value diverse perspectives and strive to create a balance between professional growth and personal well-being.We are very thrilled to have a valuable addition to our teamWe look forward to working with you and reaching new heightsRequired Experience:Unclear SeniorityKey Skills:Business DevelopmentEstate LawSales ExperienceTrustsWealth ManagementFinancial ServicesInvestment ExperienceMilitary ExperienceSecurities LawCustomer Relationship ManagementFinancial PlanningWillsEmployment Type:ContractExperience:yearsVacancy:1#J-*****-Ljbffr
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Financial Advisor
1 giorno fa
Lazio, Italia Kairos A tempo pienoFinancial Advisor at KairosPosition Overview:Kairos Accounting is looking for a knowledgeable and client-focused Financial Advisor to join our team.This role involves providing expert financial advice to our clients helping them make informed decisions about their financial futures.The ideal candidate will have a strong understanding of financial markets,...
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Financial Aid Freshman Advisor...
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Financial Aid Freshman Advisor
1 settimana fa
Lazio, Italia Cartersville-Bartow County Chamber Of Commerce A tempo pienoFinancial Aid Freshman Advisor– Cartersville-Bartow County Chamber of CommerceThe financial aid advisor has the primary responsibility of packaging financial aid for all incoming students.The advisor communicates financial aid packages to students and their families and assists with any questions they might have.The financial aid advisor is responsible for...
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Financial Aid Freshman Advisor
1 settimana fa
Lazio, Italia Cartersville-Bartow County Chamber Of Commerce A tempo pienoFinancial Aid Freshman Advisor– Cartersville-Bartow County Chamber of CommerceThe financial aid advisor has the primary responsibility of packaging financial aid for all incoming students.The advisor communicates financial aid packages to students and their families and assists with any questions they might have.The financial aid advisor is responsible for...
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Financial Aid Freshman Advisor
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Lazio, Italia Cartersville-Bartow County Chamber Of Commerce A tempo pienoFinancial Aid Freshman Advisor – Cartersville-Bartow County Chamber of CommerceThe financial aid advisor has the primary responsibility of packaging financial aid for all incoming students.The advisor communicates financial aid packages to students and their families and assists with any questions they might have.The financial aid advisor is responsible...
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Remote Financial Advisor
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Freshman Financial Aid Advisor: Orientation
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Lazio, Italia Cartersville-Bartow County Chamber Of Commerce A tempo pienoA regional educational organization in Roma is seeking a Financial Aid Freshman Advisor to package financial aid and assist students in understanding their options.The role includes supervisory tasks and requires a Bachelor's degree.Candidates must possess excellent customer service skills and strong analytical abilities, as well as be competent in managing...
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Lazio, Italia Wyser S.R.L. A Socio Unico A tempo pienoUn'importante banca internazionale cerca un Financial Advisor per gestire i rapporti con la clientela a Roma.Requisiti includono laurea in Economia, conoscenza di due lingue, e 3-5 anni di esperienza.La posizione richiede abilità comunicative e flessibilità.Non è prevista possibilità di smart working.Lavorerai in un ambiente dinamico e stimolante,...
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Junior Financial Advisor
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