Advisor: Financial power is a leading global financial services operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management.
Led by an exclusive group of Financial Advisors throughout the world, financial power offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
Analyze prices for stocks, bonds and other financial instruments, and monitor fundamental and technical factors affecting those prices
Educate clients and prospects on the Wealth Management platform offerings of financial power Asset management. Trade U.S. and foreign securities Build trust with clients and effectively manage relationships Series 7 and 63 required
Advisor: is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses.
Financial Advisor Role Description: Responsible for developing and maintaining financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts. Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors.
Research and analyze investment opportunities for clients, including assessing the risks involved, the returns required and the potential for short and long term gains, ultimately making trading recommendations to clients
Maintain a superior compliance record Excellent communication, presentation and interpersonal skills Strong network of personal and professional contacts Ability to listen to client needs and provide financial solutions