Financial Advisor I

Compensation Planning

Bonus Calculator

Develop a Job description

Pay Equity

Financial Advisor I develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Financial Advisor I keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Financial Advisor I follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Financial Advisor I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Advisor I typically requires 0-2 years of related experience.