PCG Financial Advisor Job in Westlake Village, California US
PCG Financial Advisor
Provides clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate clients financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients. Basic Qualifications: Series 7, 63 and 65 (or 66) licenses required. Minimum Qualifications: Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented. Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills. Preferred Skills: Experienced Financial Advisor with a transferable book of business Ability to evaluate marketing, financial services needs and partner or independently execute actions efficiently to meet deadlines Experience using networks and relationships to develop investment business