Financial Advisor

Financial Advisor

Responsibilities:

• Developing a financial plan for clients
• Answering client questions about financial plans and strategies and giving financial advice
• Help advise clients to meet their financial goals and objectives
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
• Managing and updating client portfolios
• Contacting clients regularly to discover changes in their financial status
• Building and maintaining your client base

Requirements:

• Bachelor degree in business, finance or related field
• 1-2 years of experience in finance
• Knowledge of mutual funds, securities, and insurance industries
• Proficient in Word, Excel, Outlook, and PowerPoint
• Comfortable using a computer for various tasks
• Experience providing quality financial advice

Please call or email our marketing and administrative assistant Francesca Burch at 503-747-6534 or francesca@llwmg.com.