Current jobs related to Personal Financial Advisor - North Nazimabad Town - Bighornlaw

  • Financial Services Professional

    4 weeks ago

    North Nazimabad Town, Pakistan Bighornlaw Full time

    Posted 2 days agoDescriptionAre you ready to achieve financial freedom?Ready to take control of your future by putting in the hard work that leads to success? This path isn't for everyone, but for the driven individual who is willing to get after every day – freedom is the result with uncapped earnings.At Baystate Financial, we treat YOU as the client and...

  • Lifelong Financial Growth Opportunities

    14 hours ago

    North Nazimabad Town, Pakistan beBeeCareer Full time 73,000 - 126,000

    Transform your life insurance career into a lucrative financial advisory businessAs a licensed life insurance professional, you have the foundation to expand your expertise and impact. This strategic next step allows you to build on your existing skills, elevate your income, and create long-term value for clients.Whether your goal is to add advanced markets,...

  • Assistant Manager Communications

    3 days ago

    SITE Town, Pakistan Legal Aid Society Full time

    OverviewTitle: Assistant Manager Communications & Design – Location: Sindh (Karachi). Type of Job: Contractual. Reporting to: Manager Communications. Primary Job Functions: The candidate is responsible for creating, managing, and executing integrated external and internal communications initiatives and activities to help generate positive coverage and...

  • WGSS Facilitator

    5 days ago

    Gulshan-e-Iqbal Town, Pakistan International Medical Corps Full time

    Important Notice: International Medical Corps does not ask for financial details, money transfers or payments of any kind from applicants to be considered for or secure a job. For more information, visit JOB SUMMARYThe WGSS Facilitator will plan and implement regular activities within a Women and Girls Safe Space (WGSS). The WGSS Facilitator will act in...

Personal Financial Advisor

4 weeks ago

North Nazimabad Town, Pakistan Bighornlaw Full time

Personal Financial Advisor aids, senior advisors, and financial planners in providing financial planning and investment services to clients. They are instrumental in maintaining client relationships, conducting research, and contributing to the development of financial strategies. Below is an outline of common duties and requirements:

Location and Compensation

The location would be the North Florida area, Tampa, or Jacksonville.

  • Compensation would be salary and commission.
Responsibilities
  1. Client Support: Assist with day-to-day client service tasks, respond to client inquiries, and maintain client accounts.
  2. Financial Planning Preparation: Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports.
  3. Portfolio Review: Support portfolio analysis and help monitor clients' portfolios to ensure they align with financial goals.
  4. Meeting Preparation: Prepare materials for client meetings, such as account summaries and financial projections.
  5. Documentation: Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies.
Qualifications
  1. Education: Bachelor's degree in finance, economics, accounting, or related field.
  2. Licensing: Series 6, or willingness to obtain licenses within a certain timeframe.
  3. Skills: Strong analytical skills, attention to detail, proficiency in financial software and Microsoft Office Suite, excellent communication, and interpersonal skills.
  4. Experience: Previous experience in finance or client service is a plus, but not always required.
Additional Information

The position is based in the North Florida area, Tampa, or Jacksonville, with a salary range of $55,000 - $65,000 yearly.

About Coastal Wealth

Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.

What We Offer

Discover diverse financial opportunities with Coastal Wealth. Our services include tailored financial planning, investment strategies, and strategic tax planning to align with your goals. We provide attentive listening, thoughtful recommendations, and genuine care for our clients, guiding them through personalized financial journeys.

#J-18808-Ljbffr