Job Description
Company Overview:
Intuit is a leading financial services company in the Banking & Finance industry, known for its innovative solutions and commitment to helping individuals and businesses achieve financial success. With a strong focus on customer satisfaction and financial empowerment, Intuit offers a dynamic and rewarding work environment for professionals seeking to make a meaningful impact in the finance sector.
Key Responsibilities for Financial Advisor:
- Provide comprehensive financial planning services to clients, including investment strategies, retirement planning, tax optimization, and risk management.
- Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation.
- Develop personalized financial plans tailored to clients' needs and objectives.
- Monitor and review clients' financial portfolios regularly to ensure alignment with their financial goals and market conditions.
- Stay updated on financial trends, regulations, and products to provide clients with informed advice.
- Build and maintain strong client relationships through effective communication and exceptional service delivery.
- Collaborate with internal teams to deliver integrated financial solutions and support clients' financial goals.
Required Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Certified Financial Planner (CFP) designation or equivalent certification.
- Proven experience as a Financial Advisor or in a similar financial advisory role.
- Strong knowledge of financial planning principles, investment products, and wealth management strategies.
- Excellent analytical skills and attention to detail.
- Exceptional communication and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proficiency in financial planning software and Microsoft Office suite.
Desired Skills:
- Master's degree in Finance or related field.
- Series 7 and 66 licenses.
- Experience in estate planning and insurance products.
- Fluency in additional languages for client communication.
- Demonstrated track record of client retention and business development.
Compensation & Benefits:
The annual salary range for the Financial Advisor position at Intuit in New Orleans, Louisiana, is $70,000 - $90,000, commensurate with experience and qualifications. In addition to competitive compensation, Intuit offers a comprehensive benefits package, including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on financial products and services.
How to Apply:
To apply for the Financial Advisor position at Intuit in New Orleans, Louisiana, please visit our careers page on the company website and submit your resume and cover letter outlining your qualifications and interest in the role. We look forward to reviewing your application and exploring the possibility of you joining our dynamic team of financial professionals.
Required Skills
- Tax preparation
- Federal & State filings
- IRS compliance