Financial Advisor

Job Summary (List Format) Financial Advisor, Simi Valley, CA

- Meet with clients to assess financial situations, goals, risk tolerance, and objectives
- Provide expert advice on retirement planning, investments, insurance, wealth accumulation, and legacy planning
- Review and monitor client portfolios, making recommendations and adjustments as needed
- Develop and maintain long-term relationships with clients, including individuals, families, executives, and business owners
- Identify and pursue additional financial planning opportunities within the existing client base
- Prospect for new clients through networking, referrals, professional partnerships, and community involvement
- Build and nurture professional relationships with attorneys, CPAs, and other business professionals
- Clearly communicate financial concepts and recommendations to clients
- Collaborate with internal team members to deliver high-quality and responsive client service
- Maintain accurate client records and ensure compliance with regulatory requirements
- Stay current on financial markets, investment products, retirement strategies, and industry trends
- Support the overall growth and expansion efforts of the advisory practice