Interested in being part of a team who strives to have their clients make successful financial choices and have an impact on their community and the world? Hansen’s Advisory Services may be the right place for you. As a financial advisor you will be involved with our Focused Holistic Approach™ which helps clients focus on their most important goals and achieve them in a values based, holistic fashion. The Focused Holistic Approach™ will help them improve the quality of their life, protect and empower their family, and achieve their goals.
Financial Advisor responsibilities and duties
Provide financial planning support to clients
Prepare financial plans
Be a coach and educator during the investment decision making process
Be knowledgeable about the investments in the SRI (Socially Responsible Investing) world.
Discuss with prospects the firm’s planning process.
Be part of a team moving the company forward.
Continual involvement in learning within the financial field and growing as an
5+ years’ industry experience as a Financial Advisor
CFP designation preferable
Series 7 licensed
Investment management experience
Experience with financial and investment software
Excellent computer, interpersonal and communication skills
Additional Salary Information: no salary, commission and fees
Hansen’s Advisory Services, Inc. can help you define and meet your financial goals, no matter how lofty or modest they may be. From establishing a retirement plan to defining and planning your financial legacy, Hansen’s Advisory Services, Inc. has the experience and integrity to be your financial partner.We strive to meet the needs of all clients through care and concern for the unique circumstanc...es an individual or organization presents. Each consultation is considered an occasion to present options in a comfortable, respectful atmosphere whereby concerns are addressed through the guidance of the client’s values and goals.