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HA
Hernandez and Associates
Life insurance Investment consultant
Career Insights for Financial Planner / Investment Consultant
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Based on California 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.
$101,308 / year median in California
-0% projected decline
Job Description
Life insurance Investment consultant Hernandez and Associates - 2.3 Burbank, CA Job Details Part-time | Full-time $55,000 - $150,000 a year 2 hours ago Benefits Paid training 401(k) Financial planning services Tuition reimbursement Employee discount Life insurance Referral program Retirement plan Qualifications Financial sales Teamwork Securities law Cash management Estate planning Full Job Description Overview Join our dynamic team as a Financial Planning Specialist and play a pivotal role in guiding clients toward achieving their financial goals. In this energetic and fast-paced position, you will develop comprehensive financial plans, analyze client portfolios, and provide expert advice on wealth management strategies. Your expertise will help clients navigate complex financial concepts with confidence, ensuring they make informed decisions for their futures. This role offers an exciting opportunity to make a meaningful impact while working within a collaborative and innovative environment. Responsibilities Develop tailored financial plans that incorporate estate planning, tax strategies, and investment management to meet clients' unique needs. Conduct detailed financial analysis, including cash flow assessments, risk evaluations, and portfolio performance reviews. Advise clients on securities law compliance, estate planning documents such as wills and trusts, and other legal considerations affecting wealth transfer. Manage client relationships through proactive communication, ensuring a clear understanding of financial concepts and services offered. Assist clients with financial sales by presenting suitable investment options and explaining the benefits of various financial products. Stay current on regulations related to securities law, public accounting standards, and banking policies to ensure compliance in all client recommendations. Utilize advanced financial software tools to analyze data, generate reports, and monitor investment portfolios effectively. Skills Strong knowledge of estate planning, wills, trusts & estate law. Proficiency in financial analysis, investment management, asset management, and portfolio management techniques. Familiarity with securities law, technical accounting principles, and financial software applications. Excellent understanding of banking operations, cash management strategies, and wealth management services. Ability to communicate complex financial concepts clearly to clients with diverse backgrounds. Experience in sales within the financial services sector to promote appropriate solutions confidently.