Financial Advisor

Qureos
Dallas
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Communication","Presentation","Interpersonal skills","Time management","Client relationship management","Trust building"]

Assess clients’ financial situations and help individuals and businesses achieve goals through personalized financial plans. Recommend investment and insurance products, educate clients on financial planning concepts, and monitor portfolios to adjust strategies as objectives and market conditions change. Build long-term client relationships through regular reviews, ensure compliance with regulations and company policies, and collaborate with accountants and attorneys to deliver comprehensive solutions.

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Qureos
Qureos
1 month ago

Financial Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 1 week ago

Job Summary

Assess clients’ financial situations and help individuals and businesses achieve goals through personalized financial plans. Recommend investment and insurance products, educate clients on financial planning concepts, and monitor portfolios to adjust strategies as objectives and market conditions change. Build long-term client relationships through regular reviews, ensure compliance with regulations and company policies, and collaborate with accountants and attorneys to deliver comprehensive solutions.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Meet with clients to assess goals, income, expenses, and risk tolerance.
  • •Develop personalized financial plans covering investments, retirement, tax planning, education funding, and estate planning.
  • •Recommend appropriate financial products and investment strategies.
  • •Monitor clients’ portfolios and adjust strategies based on market conditions and changing objectives.
  • •Ensure compliance with financial regulations, company policies, and industry standards; prepare reports and maintain accurate client records.

Key Requirements

  • •Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field.
  • •Experience in financial planning, banking, wealth management, or investment advisory services.
  • •Knowledge of financial markets, investment products, insurance, and retirement planning.
  • •Strong analytical and problem-solving skills.
  • •Excellent communication, presentation, and interpersonal skills.
Experience:Financial planningWealth managementInvestment advisory
Education:Bachelor's in Finance, Business Administration, Economics, Accounting, or a related field
Skills:AnalyticalProblem-solvingCommunicationPresentationInterpersonal skillsTime managementClient relationship managementTrust building
Licenses:Series 7Series 66
Certifications:Certified Financial Planner (CFP)Chartered Financial Analyst (CFA)Chartered Financial Consultant (ChFC)
Tech Stack:Microsoft OfficeFinancial planning softwareCRMPortfolio management software

Company Brief

Qureos
Provides an AI-powered hiring and recruitment platform that helps employers source, screen, and match candidates faster. The product is designed to streamline talent acquisition and reduce time spent on repetitive recruiting tasks.
Industry: HR Tech
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: Dubai, United Arab Emirates
Founded: 2019
WebsiteLinkedIn