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Jr Financial Advisor, No Finance Experience Required

Prescott and Associates

Jr Financial Advisor, No Finance Experience Required

Sacramento, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

    RESPONSIBILITIES:

    • Advise clients on investment strategies and other financial decisions
    • Assess clients' assets, liabilities and overall financial conditions
    • Prepare presentations that recommend various financial products
    • Review and communicate portfolio performances to clients
    • Network and build relationships with new and existing client base

    ​QUALIFICATIONS:

    • Must be 18+
    • No experience required
    • Paid training and licensing
    • Sharp, motivated, and excited individuals
    • Full time/Part time available
    • Ability to build rapport with clients
    • Strong analytical and critical thinking skills
    • Excellent written and verbal communication skills
  • Locations
    Sacramento, CA • Stockton, CA