| Financial Advisor IV Job Description |
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| The following is a full job description for Financial Advisor IV. Here are the requirements and responsibilities for Financial Advisor IV along with statistics. If after reading this page you determine that Financial Advisor IV is not the position you are looking for, you may want to try one of these similar titles: Financial Analyst IV, Financial Systems Analyst IV, Financial Planning Analyst IV, Financial Advisor I, Financial Advisor II, Financial Reporting Accountant IV, Financial Advisor III, Financial Analyst III, Financial Analyst II |
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| Requirements and Responsibilities For Financial Advisor IV |
| Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Typically requires 7+ years of related experience. |
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| Also referred to as: Wealth Management Advisor IV |
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| Similar Jobs: Financial Analyst IV, Financial Systems Analyst IV, Financial Planning Analyst IV, Financial Advisor I, Financial Advisor II, Financial Reporting Accountant IV, Financial Advisor III, Financial Analyst III, Financial Analyst II |
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| Level of Education: Financial Advisor IV Salaries with a Bachelor's Degree, Financial Advisor IV Salaries with a Master's Degree or MBA, Financial Advisor IV Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance | |
