Financial Advisor

Company: Kforce Finance and Accounting
Location: Mesa
Posted on: November 18, 2023

Job Description:

Kforce's client in Mesa, AZ is a dynamic and growing financial services firm with a mission to empower individuals and families to achieve financial independence and security. They are committed to providing tailored and innovative solutions that help their clients navigate through the complexities of the financial world. They are currently seeking a passionate and driven Financial Advisor to join their team of financial professionals and contribute to our vision of helping clients create and maintain wealth. What We Offer:

• Competitive base salary plus commission structure
• Comprehensive benefits package, including health, dental, and vision insurance, retirement plan, and paid time off
• Extensive training and support, including access to ongoing professional development opportunities
• The opportunity to make a meaningful impact on clients' lives, guiding them toward financial success Responsibilities:
  • Build and maintain long-lasting relationships with clients, focusing on their financial needs, goals, and objectives
  • Develop comprehensive financial plans using our cutting-edge tools and resources, providing clients with personalized recommendations and strategies
  • Analyze clients' financial situations, offering guidance on investments, insurance, tax planning, retirement planning, and estate planning
  • Stay current with financial trends, market conditions, and relevant regulations to provide the best possible advice to clients
  • Collaborate with internal and external partners to develop and implement customized financial solutions for clients
  • Proactively identify and cultivate new client relationships, leveraging your network and marketing efforts
  • Participate in continuous professional development to enhance your financial knowledge and expertise
  • Comply with all industry rules and regulations, ensuring ethical conduct and maintaining client confidentiality

Keywords: Kforce Finance and Accounting, Mesa , Financial Advisor, Accounting, Auditing , Mesa, Arizona