CORONET JEWELRY COMPANY · 1 day ago
Financial advisor
United States
Full-time
Remote
Mid LevelCORONET JEWELRY COMPANY is headquartered in Oakwood Village, Ohio, United States and is renowned for its excellence in the jewelry industry. They are seeking a Financial Advisor who will focus on assessing clients' financial needs, developing tailored financial plans, and providing expert guidance on investments and retirement planning.
Responsibilities
Assessing clients' financial needs and goals
Developing tailored financial plans
Providing expert guidance on investments, retirement planning, and financial strategies
Analyzing financial data
Presenting comprehensive investment solutions
Monitoring clients' financial progress while ensuring compliance with industry regulations
Qualification
Required
Expertise in Financial Planning and Financial Advisory to guide clients strategically
Experience in Investments and Retirement Planning to create profitable and sustainable financial roadmaps
Strong understanding of Finance and related principles to provide sound advice
Excellent communication and interpersonal skills for client interactions
Proficient analytical and problem-solving skills for developing customized financial strategies
Ability to work independently and remotely while maintaining accountability and professionalism
Preferred
Bachelor's degree in Finance, Business, Economics, or a related field
Relevant certifications or licenses (e.g., CFP, CFA)
Company
CORONET JEWELRY COMPANY
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase