Venture Smarter - Financial Advisor/Financial Consultant

- Financial Advisor at Venture Smarter. In this role, you'll guide clients in making informed decisions about investments, savings, retirement planning, and other financial matters.

- As a Financial Advisor, also known as a Financial Consultant, you'll play a crucial role in helping individuals and businesses manage their finances effectively.

- Venture Smarter has been featured on media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out you'll know we're the place to be.

What the job entails:

- Meet with clients to understand their financial goals, risk tolerance, income, expenses, and assets.

- Develop personalized financial plans to help clients achieve their financial objectives, such as saving for retirement, education, or major purchases.

- Provide strategic advice on various financial products and services, including investments, insurance, and debt management tools.

- Stay updated on financial trends and perform market research to identify investment opportunities.

- Ensure all financial plans and transactions comply with industry regulations and standards.

Job Requirements:

- A bachelor's degree in finance, economics, business, or a related field.

- Minimum of 5 years of experience in sales, preferably in a tech or consulting industry.

- Strong analytical and problem-solving skills.

- Excellent communication, presentation, and negotiation skills, with the ability to communicate effectively with diverse customers and stakeholders.

- In-depth knowledge of financial products and services.

- Ability to build and maintain client relationships.

- Proficiency in financial software and tools.

- High level of integrity, professionalism, and customer orientation, with a results-driven and growth-oriented mindset.