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Senior Financial Advisor
Senior Financial AdvisorThe Perillo Group • New Haven, CT, United States
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Senior Financial Advisor

Senior Financial Advisor

The Perillo Group • New Haven, CT, United States
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  • [job_card.full_time]
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Job Description

Senior Financial Advisor

We are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing financial guidance and support to clients, developing financial plans, and assisting clients in making informed decisions about their money.

Responsibilities :

  • Assess clients' financial situations by gathering information regarding their income, expenses, financial goals, and risk tolerance
  • Develop customized financial strategies and plans to help clients achieve their financial goals
  • Provide advice on investment strategies, mutual funds, bonds, and other investment opportunities
  • Monitor clients' accounts and make recommendations to ensure they are aligned with financial goals
  • Stay up-to-date on industry trends and changes that may affect clients' financial plans

Qualifications :

  • Bachelor's degree in Finance, Business, or related field; Master's degree preferred
  • Certified Financial Planner (CFP) designation
  • Proven experience in financial planning and investment management
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team

    • If you are a dedicated and knowledgeable financial professional looking to take the next step in your career, we would love to hear from you. Apply now to join our team as a Senior Financial Advisor.

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