Financial Advisor

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Requires a Bachelor’s degree in finance, business administration, or related field
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital

$45,000 - $65,000 yearly