2018-09-20

Case Manager / Financial Advisor
Job Opportunity at Career Development Partners

Posted on Sep 20

http://www.CareerDevelopmentPartners.com    918-293-0500

Location: Tulsa, OK
Job Type: Full Time
Job ID: W4166324

CASE MANAGER / FINANCIAL ADVISOR IMPACT:
  • Join an industry leader recognized by the Financial Times and advance your career as as a Client Service Specialist and Case Manager.
  • Enjoy outstanding benefits, a team environment and broad opportunity for growth and advancement.

CASE MANAGER / FINANCIAL ADVISOR SUMMARY:
  • You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.
  • To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.
  • RETAIN YOUR OWN PORTFOLIO 

CASE MANAGER / FINANCIAL ADVISOR DETAILS:
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.
 
CASE MANAGER / FINANCIAL ADVISOR BACKGROUND:
 
  • Current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  • Industry knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Experience providing quality financial advice.
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