Sr. Financial Advisor

Employer : Taos Global Group, Inc. Job location : 227 W. Valley Blvd, Suite 248-B, San Gabriel, CA 91776 Job title : Sr. Financial Advisor Job duties : Work in California office. No license is required. Provide comprehensive financial planning and consulting services to high-net-worth individuals to meet their financial needs, including: life insurance and estate planning techniques, mortgage for tax savings, retirement planning and college savings to meet all other financial objectives. Develop individualized strategies to meet their financial and retirement goals, such as investment risk selection (risk-conservative, modest or aggressive). Develop and cultivate client base; prepare and deliver presentations to prospective clients for business development purposes; create marketing proposals and strategies for developing new client relationships. Review and analyze business and high-net-worth clients' financial statements; assess their business plans/objectives; analyze investment opportunities and client needs; recommend appropriate investment strategies; offer clients business investment and succession plans and strategies through applying the highly specialized knowledge in financial analysis and familiarity with Tao Global Group's methods of financial planning and wealth management. Attend Financial Advisor meetings and continuing educational sessions to stay current about changes in the industry. Job requirement : master's degree in finance, or closely related field. Offered wage: $110,198/year Apply to : Taos Global Group, Inc. 2167B S. China Pl, Chicago, IL60616, Attn: HR