Note: The job is a remote job and is open to candidates in USA. 16Digicom is a Digital Marketing Agency specializing in providing comprehensive marketing support tailored for Financial Advisors. The Associate Financial Advisor will assist in providing thorough financial planning, retirement planning, and investment strategies to clients.
Responsibilities
- Conducting financial analysis
- Creating personalized financial strategies
- Supporting the financial advisory team
- Maintaining compliance standards
- Building strong client relationships
- Addressing their financial goals
Skills
- Proficiency in Financial Planning and Retirement Planning
- Strong knowledge of Finance and Investments
- Experience in delivering Financial Advisory services
- Excellent communication and interpersonal skills
- Ability to work independently and effectively in a remote environment
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- Relevant certifications such as CFP or CFA are a plus
Benefits
- WFH, 5 Days Working (Mon-Fri)
- Medical Insurance
Company Overview
Founded in 2020, 16Digicom is a Digital Marketing Agency providing 360° marketing support to Financial Advisors. It was founded in 2020, and is headquartered in Austin, Texas, US, with a workforce of 11-50 employees. Its website is https://www.16digi.com.