Coastal Community Financial Advisor

Join a thriving financial services firm as a Financial Advisor in a vibrant coastal community. Utilize your expertise to deliver financial planning and investment advice while growing client relationships.

This role requires a minimum of 2 years in financial or investment advising, with a strong focus on developing new business. You will provide comprehensive financial solutions, manage your book of business, and ensure compliance during portfolio reviews. High standards of client service and relationship management are essential for success.

Key Responsibilities:

• Deliver comprehensive financial planning and investment advice

• Manage and grow a personal book of business

• Develop new client relationships via proactive outreach

• Provide insurance solutions where licensed and mutual fund advice

• Conduct regular portfolio reviews ensuring regulatory compliance

Requirements:

• LLQP preferred for financial advisory roles

• Minimum 2+ years as a Financial Advisor

• Proven client retention and business development skills

• Excellent communication and interpersonal abilities

• Self-motivated with an entrepreneurial spirit

Bring your financial expertise to a firm dedicated to growth and stability in a supportive community.