3 weeks ago

Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

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

Website LinkedIn

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Qureos

3 weeks ago

Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

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

Industry: HR Tech

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: Dubai, United Arab Emirates

Founded: 2019

Website LinkedIn