Financial Advisor - USA

Core Group Resources ( ) is Americas leading recruitment company. Founded by a service academy graduate who has offshore experience, Core Group Resources expertise is unmatched in the marine offshore market, finance, IT, renewables, & non-profit for executive search, staffing, and expertise identification. For more information contact us at . We are currently in the market for the following:

Financial Advisor- REMOTE

Job Summary:

Build and maintain relationships with clients, including conducting client meetings, assessing their financial needs, and providing ongoing financial advice and guidance.


Responsibilities:

- Conduct thorough financial analyses and provide recommendations on investment strategies that align with clients' values, risk tolerance, and financial goals.

- Help clients navigate complex financial situations, such as retirement planning, estate planning, and tax optimization.

- Monitor clients' portfolios and provide regular updates on performance, as well as make adjustments to portfolios as needed.

- Maintain a deep understanding of financial regulations and compliance requirements, and ensure that all advice and recommendations adhere to these standards.


Requirements:

- Bachelor's degree in Accounting, Business or Finance

- At least 5 years of experience in investment management or financial planning

- Must have at least $20M of AUM that is transferable

- Series 65 or 66 license

- Series 7 license

- CFP is a plus

- US Citizen or Green Card Holder