CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Advisors.
Overview:
We are seeking a highly motivated and experienced Financial Advisor to join our team. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients. The Financial Advisor will work closely with our clients to understand their financial goals and develop customized strategies to achieve them.
Duties:
- Provide financial planning and investment management services to clients, including portfolio analysis, asset allocation, and retirement planning.
- Develop and implement investment strategies based on clients' risk tolerance, investment objectives, and financial situation.
- Conduct financial analysis, including tax planning, estate planning, and wills and trusts.
- Prepare and review financial reports, including account statements, financial statements, and tax returns.
- Identify and recommend financial products and services to clients, including securities, mutual funds, insurance products, and other investment vehicles.
- Build and maintain relationships with clients to ensure their ongoing financial well-being and satisfaction.
- Stay up-to-date on market trends, regulatory changes, and industry developments to maintain expertise in financial services.
Why Join Our Clients:
This is not completely remote. We are seeking candidates in any major city
Ideal Candidate Profile:
Salary $80,000 - $100,000 plus bonus
All your information will be kept confidential according to EEO guidelines.
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