Financial Advisor Job at Global View Capital Advisors, Wauwatosa, WI

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  • Global View Capital Advisors
  • Wauwatosa, WI

Job Description

Company Description

Global View Capital Advisors is a diversified financial services firm dedicated to providing personalized financial solutions. Our advisors are committed to the fiduciary principle and focus on designing, growing, and protecting our clients' personal economies. Headquartered in Waukesha, WI and Toronto, Canada, we have over 150 associates and employees who partner with the best advisors and money managers worldwide. Our services encompass investment advisory, insurance, business development, and global asset management.

Role Description

This is a full-time remote role for a Financial Advisor with Global View Capital Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, and providing financial advisory services. The role entails conducting thorough reviews of clients' financial situations and making practical recommendations to help them achieve their financial goals.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Finance and Investments knowledge
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Economics, or related field

Job Tags

Full time, Remote job, Worldwide,

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