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Financial Advisor
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Roop Financial Services
Germantown, TN (In Person)
$66,179 Salary, Full-Time
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Job Description
Financial Advisor Roop Financial Services Germantown, TN Job Details Full-time $50,000.00 - $82,359.36 a year 7 hours ago Benefits Health insurance Dental insurance 401(k) Financial planning services Vision insurance 401(k) matching Life insurance Retirement plan Qualifications Cash flow planning Estate planning needs analysis Customer communication Financial sales Banking services expertise Financial services customer support Customer relationship building Financial model construction Legal analysis Portfolio performance analysis Investment performance monitoring Financial model development Sales needs analysis Regulatory compliance Financial market research Research methodology Financial client presentations Mid-level Estate planning advisory services Income tax planning Analysis skills Securities law compliance support Math Client retention Investment client management Industry trends Financial product expertise Financial concepts Customer relationship management Liquidity management Full Job Description Overview Join our dynamic team as a Financial Advisor and empower clients to achieve their financial goals through expert guidance and personalized strategies. In this vital role, you will analyze clients' financial situations, develop tailored plans, and provide ongoing support to optimize their wealth management, investment portfolios, and estate planning. Your expertise will help individuals and families navigate complex financial landscapes with confidence and clarity. This position offers a rewarding opportunity to make a meaningful impact while advancing your career in the fast-paced world of financial services. Duties Assess clients' financial needs through comprehensive analysis of their assets, liabilities, income, and expenses Develop customized financial plans covering investment management, retirement strategies, estate planning, tax optimization, and cash management Advise clients on securities law compliance, wills, trusts, estate law, and other legal considerations affecting their financial plans Present financial products and services that align with clients' goals while ensuring regulatory adherence and ethical standards Monitor investment portfolios regularly, adjusting strategies based on market conditions and client objectives Maintain strong client relationships through regular communication, reviews, and updates on financial progress Stay current with industry regulations, tax laws, and financial software to provide accurate advice and maintain compliance Skills Deep understanding of estate planning, wills, trusts & estate law, securities law, and tax experience Strong knowledge of financial concepts including investment management, wealth management, asset management, and portfolio management Proficiency in financial analysis tools and software to evaluate client portfolios and market trends Excellent math skills for precise calculations related to cash flow analysis and financial modeling Experience in sales within the financial services sector with a focus on customer relationship management Familiarity with banking operations, corporate accounting practices, research methodologies, and technical accounting standards Ability to communicate complex financial information clearly to clients with varying levels of expertise This role is perfect for motivated professionals eager to leverage their expertise in a collaborative environment dedicated to client success. We welcome applicants who are passionate about helping others secure their financial futures through innovative solutions and dedicated service.