Financial Advisory Consultant in Birmingham, AL at Vaco

Date Posted: 3/10/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    3/10/2020
  • Job ID:
    FINAN97594

Job Description

Let Vaco introduce you to your next big career move. This is a place where you will develop and grow your career while building on skills and creating value for clients. We are searching for a driven candidate that has experience offering financial advice and suggestions, particularly investment accounting and financial services. This is not a sales advisory-role but a true consulting position where you will manage and interact with clients. You will act as a business partner by being the person they look to help them make smart and calculated financial decisions.

To be successful in the role you must:

  • Be very detail oriented and able to retain information as you must be knowledgeable of client information before your meetings
  • Possess excellent communication skills as you will be client facing
  • Have obtained a Bachelor's degree in Accounting, Finance, or Economics
  • Be licensed or be obtaining a professional certification-CFP