Responsibilities:

1. Client Consultations:
   • Meet with clients to assess their financial goals, risk tolerance, and current financial situation.
   • Develop personalized financial plans based on client objectives.
2. Investment Strategy Development:
   • Recommend and manage investment portfolios, ensuring they align with the client’s goals and risk profile.
   • Monitor market trends and economic changes to adjust strategies as needed.
3. Financial Planning:
   • Advise on retirement, education savings, tax-efficient strategies, and estate planning.
   • Evaluate and suggest insurance coverage for life, health, or disability needs.
4. Relationship Management:
   • Build and maintain long-term relationships with clients to foster trust and loyalty.
   • Provide regular updates on portfolio performance and financial strategies.
5. Regulatory Compliance:
   • Ensure adherence to financial regulations and ethical standards.
   • Keep accurate and updated records of all client interactions and transactions.

Requirements:

1. Educational Qualifications:
   • Bachelor’s degree in finance, economics, accounting, or related field.
   • Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or similar is often preferred.
2. Skills and Competencies:
   • Strong analytical and mathematical skills.
   • Excellent communication and interpersonal skills.
   • Ability to interpret financial data and market trends.
3. Experience:
   • Prior experience in financial services, banking, or investment management is often required.
   • Proficiency in financial software and tools.
4. Licensing:
   • Must hold relevant licenses (e.g., Series 7, Series 63/66) depending on regulatory requirements in the jurisdiction.

Offers:

1. Compensation:
   • Base salary with performance-based bonuses or commissions.
   • Potential for profit-sharing or equity stakes in the firm.
2. Benefits:
   • Health, dental, and vision insurance.
   • Retirement plans (e.g., 401(k) with employer contributions).
3. Professional Development:
   • Sponsorship for certifications and licenses.
   • Access to industry training programs and conferences.
4. Work-Life Balance:
   • Flexible work schedules or hybrid/remote work options.
   • Paid time off and holidays.
5. Growth Opportunities:
   • Clear pathways for career advancement within the organization.
   • Opportunities to specialize in niche areas of financial advising.

Let us know if you'd like apply for a Financial Career at Kharek CPA & Co. LLC>