What are the responsibilities and job description for the Financial Advisor position at Clearstory?
Key Responsibilities : 1.Provide comprehensive financial planning and investment advice to clients.2.Conduct financial analysis and develop personalized financial plans for clients.3.Recommend investment strategies and products to clients.4.Build and maintain relationships with clients, including regular portfolio reviews and updates.5.Collaborate with internal teams, including investment research, portfolio management, and operations.6.Stay up-to-date with industry trends, regulatory changes, and market developments.
Experienced Financial Advisor
Prudential Financial -
Philadelphia, PA
