Financial Advisor

We are seeking an experienced financial advisor to work with clients inside a premier accounting firm to help them achieve their financial goals. This role provides client relationship support through gathering and analyzing client data, helping prepare financial plans and other client deliverables, and making portfolio and product recommendations.

• Identify clients to engage in financial planning relationships.
• Perform case analysis and develop recommendations.
• Conduct client visits to present recommendations and deliver advice.
• Collaborate with clients outside tax and legal advisors to deliver comprehensive wealth management advice and solutions.
• Recommend portfolio and product solutions that fit the client’s risk tolerance, goals, and time frame.
• Monitor economy, markets, and world events to determine any required strategic rebalancing.

The ideal candidate will enjoy working in a team environment and will possess the following:

• 5+ years of industry experience
• 2+ years of direct client service
• Series 7, Series 66 and State life, accident, and health insurance licenses
• College degree or higher
• High level of interpersonal skills
• Entrepreneurial perspective and desire to grow the business.
• Positive attitude and sincere willingness to constantly learn and grow.
• APMA or CFP designation a bonus

• Health Benefits
• 401(k) Retirement Plan with Employer Match
• Paid Holidays
• Paid Vacation