Financial Advisor

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Requires a Bachelor’s degree in finance, business administration, or related field
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• 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+ per year with benefits