Financial Advisor

Job Type: Full-Time
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Work Arrangement: Hybrid

This company is seeking a motivated and client-focused Financial Advisor to join their growing financial services team. The ideal candidate will help clients develop financial strategies, manage investment goals, and make informed decisions regarding their financial future.

• Meet with clients to understand their financial goals and needs.

• Develop personalized financial plans and recommendations.

• Review investment portfolios and provide ongoing guidance.

• Educate clients on retirement, investment, and wealth-management strategies.

• Build and maintain strong, long-term client relationships.

• Monitor client accounts and recommend adjustments when appropriate.

• Maintain accurate client records and follow company compliance procedures.

• Participate in team meetings, training, and professional development.

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.

• Financial services or client-facing experience preferred.

• Strong communication and interpersonal skills.

• Excellent organizational and analytical abilities.

• Ability to explain financial concepts clearly to clients.

• Professional, dependable, and detail oriented.

• Relevant securities or financial licenses are a plus.

• Health insurance

• 401(k) retirement plan

• Paid time off (PTO)

• Paid holidays

• Hybrid work environment

The ideal candidate is personable, organized, financially knowledgeable, and comfortable building trusted relationships with clients. This position offers an opportunity to grow within a professional financial-services environment while maintaining a consistent Monday–Friday schedule.