Personal Financial Advisor Jobs

Job Title: STIS Private Financial Advisor Company: Suntrust Bank Location: Charlotte, NC Description: Provide investment advice on a wide range of investment products. Consults clients and prospective clients with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the clients needs and then sell those products and services as appropriate. Also, responsible for the continued counsel and advice for accounts with existing clients. Products to include, but limited to fixed income, mutual fund, equities, insurance and annuity products.

Job Title: Need Personal Financial Advisor Company: Location: New York City, NY Description: Hi, I am in need of: 1) Someone who can help me develop an accounting spreadsheet of my personal assets, liabilities, equity, and cashflow 2) Someone who can help me develop a budget and provide patient encouragement and coaching to help me stick to it to meet my financial goals 3) Someone who knows tax laws especially related to a small consulting business, and personal tax deducible donations to charities and church I am looking for someone with expertise in personal finance, budgeting and small investments who can be patient and encouragine in teaching me how to get better at these skills. If you are interested, please provide me with your resume and hourly rate. I live in Brooklyn but would probably prefer to meet once a week for an hour at a coffee shop somewhere near Union Square. Thanks.