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PF
Perez Financial Services
Financial Services Professional
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Planner / Investment Consultant
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Based on Arizona data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,966 / year median in Arizona
+4% projected growth
Job Description
Job Summary We are seeking a dynamic and knowledgeable Financial Services Professional to join our team and deliver exceptional financial guidance and solutions to clients. In this role, you will leverage your expertise in financial concepts, investment management, and regulatory compliance to help clients achieve their financial goals. Your proactive approach and industry knowledge will drive client satisfaction, foster long-term relationships, and ensure adherence to industry standards. This paid position offers an exciting opportunity to grow within a vibrant financial services environment dedicated to excellence and client success. Duties Provide comprehensive financial planning and wealth management advice tailored to individual client needs, including estate planning, tax strategies, and investment management. Develop and maintain strong client relationships through effective communication, understanding their financial objectives, and delivering personalized solutions. Conduct detailed financial analysis using advanced financial software to evaluate investment opportunities, risk assessments, and portfolio performance. Stay informed about current financial markets, regulations, securities law, and industry trends to ensure compliance and optimal client service. Assist clients with securities transactions, cash management strategies, and banking services while adhering to FINRA (Financial Industry Regulatory Authority) standards. Educate clients on various financial products such as wills, trusts, asset management options, and insurance solutions to support their estate planning needs. Monitor industry regulations related to securities law, financial compliance, and industry best practices to maintain ethical standards and operational integrity. Qualifications Proven experience practicing in the securities industry with a strong understanding of financial markets and investment concepts. Knowledge of estate planning, wills, trusts & estate law, tax experience, and wealth management strategies. Familiarity with financial software tools for research, analysis, portfolio management, and client relationship management systems. Industry certifications such as FINRA licenses or equivalent credentials are highly desirable. Strong mathematical skills with the ability to perform complex financial analysis accurately. Excellent communication skills for client relationship management and educational purposes. In-depth knowledge of financial regulations governing banking services, securities law, and compliance standards. Join us as a Financial Services Professional where your expertise will empower clients on their journey toward financial security while advancing your career in a fast-paced industry committed to integrity and excellence! No experience needed, we fully train. We sponsor your licenses. Commission only position.