Financial Advisor

What you'll be doing: Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospects particular financial status, objectives, risk tolerance, tax exposure, and the like. Uses expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospects investment objectives in light of various factors, and then provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies.

What your background should be: Three or more years of experience in a financial sales position NASD series 7, 63, 65 or 66 license, and applicable state insurance license. Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures. Demonstrated sales and marketing abilities. Strong analytical skills to assess client needs. Well-developed analytical and problem-solving skills.

Required Schooling / Training: Bachelor degree in business, accounting, economics or finance.

Who is the client company: Concern about financial services; If you are interested in this position, send your resume to apply@kochdavis.com