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Randstad US financial advisor in charlotte, North Carolina

financial advisor.

  • charlotte , north carolina (remote)

  • posted 3 days ago

job details

summary

  • $95,000 - $100,000 per year

  • permanent

  • bachelor degree

  • category business and financial operations occupations

  • referenceAB_4561116

job details

Randstad is actively assisting a long-time client with its search for a Financial Advisor. Our client is a well-established and profitable organization with a great track record of employee development and retention. They are offering competitive compensation, and looking to hire quickly. Apply directly to be considered.

salary: $95,000 - $100,000 per year

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

  • Answering client questions about financial plans and strategies and giving financial advice.

  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

  • Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

Skills

  • Financial Analysis

  • Financial Reporting

  • Personal Financial Planning

  • Certified Financial Service Auditor

  • International Financial Reporting

  • Financial Services

  • Financial Restatement

  • Financial Planning

Qualifications

  • Years of experience: 0 years

  • Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

get in touch

we are here to help you with your questions.

TL

thompson litchfield

  • thompson.litchfield@randstadusa.com
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