Financial Advisor

Salary: $100,000 - $120,000 per year (depending on experience)

About Us:

We are committed to providing expert financial guidance to our clients. Our goal is to help individuals and businesses achieve their financial objectives through personalized and strategic advice. We are looking for a motivated and skilled Financial Advisor with 2 years of experience to join our growing team.

Position Overview:

As a Financial Advisor at Ventas Financial Advisory you will work directly with clients to develop comprehensive financial plans, manage investment portfolios, and offer expert advice on various financial matters. The ideal candidate will have a strong understanding of investment strategies, retirement planning, and risk management, with a focus on building lasting client relationships and delivering exceptional service.

Key Responsibilities:

• Work with clients to assess their financial situation and offer customized advice on investments, savings, insurance, and retirement planning.
• Develop and implement comprehensive financial plans that align with clients' goals and risk tolerance.
• Conduct regular client meetings to monitor progress and adjust strategies as needed.
• Provide guidance on asset allocation, tax-efficient strategies, and estate planning.
• Stay updated on market trends, financial regulations, and new investment products to provide clients with the best possible advice.
• Build and maintain long-term relationships with clients to ensure ongoing financial success.

Qualifications:

• A minimum of 2 years of experience in financial advising or wealth management.
• A bachelor’s degree in Finance, Economics, or a related field.
• Strong understanding of financial planning, investment management, and risk assessment.
• Excellent communication and interpersonal skills with the ability to build strong client relationships.
• Ability to work independently, manage multiple client portfolios, and meet financial goals.
• Detail-oriented with strong problem-solving and analytical skills.

Compensation and Benefits:

• Competitive base salary of $100,000 to $120,000 per year, based on experience.
• Performance-based bonuses and incentives.
• Professional development opportunities.
• Supportive and collaborative work environment.

How to Apply:

• Please submit your resume and a cover letter outlining your experience and why you would be a great fit for the Financial Advisor role at Ventas Financial Advisory. We look forward to reviewing your application and exploring the possibility of having you join our team.