Experience Inc. Jobs

Description

About Us:

Our Client is a reputable financial services firm dedicated to helping clients achieve their financial goals. We are currently seeking a motivated and ambitious Entry-Level Financial Advisor to join our team on a contract-to-hire basis. This is an excellent opportunity for individuals with a Series 7 license who are looking to launch their career in financial advising.

Responsibilities:

• Assist senior financial advisors in providing comprehensive financial planning and investment advisory services to clients.

• Conduct research and analysis to identify suitable investment options and develop tailored financial strategies.

• Participate in client meetings and presentations, offering support and guidance under the supervision of experienced advisors.

• Collaborate with internal teams to prepare client proposals, investment reports, and other financial documents.

• Stay informed about market trends, economic indicators, and regulatory changes affecting the financial services industry.

• Maintain accurate client records and ensure compliance with regulatory requirements and company policies.

• Continuously develop knowledge and skills through training programs and professional development opportunities.

  Requirements

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or related field.

• Series 7 license required.

• Strong interest in financial planning and investment management.

• Excellent communication and interpersonal skills.

• Ability to work collaboratively in a team environment.

• Detail-oriented with a high level of accuracy and organization.

• Motivated self-starter with a commitment to learning and professional growth.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .