Financial Advisor

The ideal candidate will deliver personalized financial advice to help clients work toward their long‑term financial goals. They should be be comfortable creating financial plans and presenting them to clients.

We are seeking a financial advisor who will:

• Successfully manage assigned client relationships, resulting in a high client retention rate
• Play a leadership role in client meetings—delivering accurate presentations, providing reviews, and answering and responding to client inquiries
• Bring on new clients annually through client referrals, networking, lead generation programs, and prospecting events
• Tackle partial relationship management accountability for assigned larger complex clients
• Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Holds a FINRA Series 65 license (the Uniform Investment Adviser Law Exam)
• Holds or is pursuing a CFP designation (Certified Financial Planner)
• Have a real passion for providing top‑notch service, with the ability to effectively interact directly with clients
• Possess excellent active listening and communication skills and can reassure people and put them at ease
• Are accountable, self‑motivated, upbeat, and positive team members
• Exhibit problem‑solving acumen and can identify and execute solutions that effectively resolve issues
• Have proven analytical and organizational skills and strong attention to detail, accuracy, and deadlines
• Have the aptitude to quickly learn new technology tools and platforms
• Are dedicated to a career as a Registered Investment Advisor
• Possess a fiduciary mentality, always doing what is best for the client and maintaining confidentiality in all matters
• Are adept at addressing clients’ needs and educating them on financial strategies