Financial Advisor - Licensed
Listed on 2026-03-01
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Finance & Banking
Financial Consultant, Financial Sales
As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams);
Series 7 and Series 66;
At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
- Prospecting for clients through referrals, personal observation and networking
- Developing and maintaining long‑term relationships with clients
- Fact gathering and needs analyses to arrive at client‑centric financial solutions
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
- Strong interpersonal skills and customer service focus
- Experience working with clients virtually
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self‑motivated and goal‑oriented
- BA, BS, and/or graduate degree or equivalent work experience required
Results‑driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental, vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
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