What are the responsibilities and job description for the Financial Advisor position at Herbert Financial Group?
Company Description
Herbert Financial Group has been providing business financial solutions for the past 19 years in Monrovia, CA. Specializing in financial strategies for business owners, corporate clients, and real estate, we aim for consistent growth and asset protection. Our network grants us access to top insurance carriers and financial institutions to meet the diverse planning needs of our clients. We value transparency, loyalty, and integrity in helping business leaders safeguard their assets.
Role Description
This is a full-time on-site role for a Financial Advisor at Herbert Financial Group in Monrovia, CA. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services to clients. The role involves analyzing financial data, creating strategies, and offering personalized recommendations to help clients achieve their financial goals.
Qualifications
- Financial Planning, Retirement Planning, and Investments skills
- Finance and Financial Advisory expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team
- Detail-oriented and organized approach to work
- Experience in the financial services industry
- Bachelor's degree in Finance, Economics, Accounting, or related field