Description:
About Us:
Envestpro is a trusted leader in providing comprehensive financial solutions to individuals, families, and businesses. We pride ourselves on fostering lasting relationships and helping our clients achieve financial security and success.
Position Summary:
We are seeking a skilled and motivated Financial Advisor to join our team. In this role, you will collaborate with clients to understand their financial goals and develop customized strategies to achieve them. This position is ideal for someone with a passion for financial planning, exceptional communication skills, and a desire to make a positive impact on people’s lives.
Key Responsibilities:
- Assess clients’ current financial situation, including assets, liabilities, income, and expenses.
- Develop and implement personalized financial plans covering investments, retirement, tax, education, and estate planning.
- Provide recommendations on budgeting, saving, and wealth-building strategies.
- Monitor and adjust financial plans in response to market changes and client needs.
- Build and maintain long-term relationships with clients by providing excellent customer service and regular follow-ups.
- Stay up-to-date on financial trends, tax laws, and investment opportunities to offer the best advice to clients.
- Collaborate with internal teams, including tax advisors and investment specialists, to deliver comprehensive solutions.
Requirements:
- Assess clients’ current financial situation, including assets, liabilities, income, and expenses.
- Develop and implement personalized financial plans covering investments, retirement, tax, education, and estate planning.
- Provide recommendations on budgeting, saving, and wealth-building strategies.
- Monitor and adjust financial plans in response to market changes and client needs.
- Build and maintain long-term relationships with clients by providing excellent customer service and regular follow-ups.
- Stay up-to-date on financial trends, tax laws, and investment opportunities to offer the best advice to clients.
- Collaborate with internal teams, including tax advisors and investment specialists, to deliver comprehensive solutions.
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A strong entrepreneurial spirit and a genuine interest in business and personal finance
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Excellent interpersonal and communication skills, with the ability to build lasting client relationships
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Self-motivated, disciplined, and goal-oriented
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A team player who thrives in a high-performance environment
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Previous experience in financial services or sales is beneficial, but not essential
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A relevant degree in finance, business, economics, or a related field will be advantageous
What We’re Looking For
We’re on the hunt for ambitious, business-minded individuals who are ready to take ownership of their future. If you're passionate about finance, driven by results, and excited by the idea of building your own advisory practice, we want to hear from you.
Ideal Candidate Profile:
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A strong entrepreneurial spirit and a genuine interest in business and personal finance
-
Excellent interpersonal and communication skills, with the ability to build lasting client relationships
-
Self-motivated, disciplined, and goal-oriented
-
A team player who thrives in a high-performance environment
-
Previous experience in financial services or sales is beneficial, but not essential
-
A relevant degree in finance, business, economics, or a related field will be advantageous
We’re looking for people who want more than just a job — individuals who are ready to create real impact, enjoy professional growth, and be part of a dynamic and supportive team.