Financial Advisor chez A&D Mortgage

Description

Imperial Fund is an SEC-registered investment advisor that specializes in comprehensive investment strategies across traditional asset classes and mortgage investments, serving both institutional and individual investors. With a strategic focus on risk management and innovation, the company is dedicated to delivering steady growth and reliable returns to investors.

Qualifications and Requirements.

Education:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

Licenses & Certifications:

• Series 65 license preferred.
• Additional certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus but not required.

Professional Experience:

• 1-2 years in financial advisory, wealth management, or similar roles in financial services.
• Proven track record of building and nurturing client relationships while achieving sales targets.

Knowledge & Skills:

• Solid understanding of financial markets, investment products (stocks, bonds, ETFs), and wealth management strategies.
• Familiar with portfolio construction, financial planning, and risk assessment methods.
• Proficient in financial software, with experience in Charles Schwab’s custodial platform as a strong advantage.
• Excellent communicator with a knack for simplifying complex financial concepts.
• Strong analytical and problem-solving abilities, with a detail-oriented approach.
• Proven skills in sales and negotiation, with a focus on delivering exceptional client experiences.
• Fluent or native-level Spanish and English proficiency in both spoken and written communication.

Technical Proficiency:

• Skilled in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
• Experience with financial planning software and tools.

Personal Attributes:

• High integrity and strong ethical standards, with strict adherence to regulatory requirements.
• Self-motivated, goal-oriented, and highly organized, able to manage multiple priorities effectively.
• Collaborative team player who also excels independently.
• Adaptable and resilient in a fast-paced environment.
• Exceptional networking abilities for cultivating and maintaining client relationships.

Bonus Points:

• Familiarity with the Miami market and surrounding areas.
• Enthusiasm for ongoing learning and professional development.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Qualifications