Job summary
Job overview
This job is for a Financial Advisor at Gorra Financial Group, focusing on delivering personalized investment solutions to help clients achieve their long-term financial goals.
Responsibilities and impact
The candidate will provide financial planning support, assist investment professionals in cultivating client relationships, and prepare and verify the accuracy of financial plans.
Experience and skills
Candidates must have a Bachelor's degree in Finance or a related field, over 5 years of industry experience, a strong understanding of the investment business, and excellent interpersonal skills.
Company information
Gorra Financial Group specializes in personalized investment solutions and financial planning services.
Company overview
Gorra Financial Group is a financial consulting agency based in Cranston, Rhode Island, with additional offices in Boston, Massachusetts. The company specializes in creating comprehensive financial strategies, focusing on retirement and investment planning. It operates as a general agency affiliated with OneAmerica Financial, providing insurance and securities services. Founded by Joshua Gorra, the firm emphasizes understanding client needs and building strong financial teams. With a mission to guide clients toward their financial goals, Gorra Financial Group serves the Boston area and surrounding cities, leveraging its expertise to offer tailored financial solutions.
How to land this job
Tailor your resume to showcase your experience in delivering personalized investment solutions and financial planning, emphasizing your ability to help clients achieve their long-term financial goals.
Highlight your proficiency in creating and verifying financial plans, as accuracy is critical for the Financial Advisor role at Gorra Financial Group.
Apply through multiple platforms including Gorra Financial Group's corporate site and LinkedIn to broaden your chances of being noticed for this position.
Engage with professionals in the financial advisory division at Gorra Financial Group on LinkedIn to learn more about the role and the company culture, using ice breakers like discussing recent market trends or asking about their approach to client relationships.
Ensure your resume is optimized for ATS by incorporating keywords from the job description, such as 'financial planning,' 'investment solutions,' and 'client relationships' to enhance your visibility during the application process.
Utilizing Jennie Johnson's Power Apply feature can help streamline your application process by tailoring your resume, identifying the best application channels, and connecting you with relevant professionals, allowing you to focus your time on preparing for interviews.
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