Financial Advisor

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations

• A Bachelor’s degree in business administration, finance, or a related field is required
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Strong interest in financial planning and investment management
• Excellent interpersonal and communication skills
• Sales experience or customer service background
• Willing to study and obtain a Life Insurance license
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired
• A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary

$75,000+ at plan with benefits