Financial Advisor I

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Financial Advisor I develops individualized wealth management financial plans and recommendations to help clients attain financial goals. Assesses clients' financial situations, including income, assets, liabilities, and risk tolerance, to develop tailored financial strategies and estate plans. Being a Financial Advisor I recommends investment products, insurance, retirement plans, and tax-efficient solutions aligned with client objectives. Monitors market trends and client portfolios to adjust strategies as needed and ensure optimal performance. Additionally, Financial Advisor I keeps abreast of new financial products to inform and advise clients on potential benefits. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree. Typically reports to a manager. The Financial Advisor I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Advisor I typically requires 0-2 years of related experience.