Wealth Financial Advisor

Responsibilities

• Develop Client Relationships:
  Identify, establish, and manage new client relationships.
• Provide Financial Planning:
  Offer ongoing financial planning and investment management services.
• Conduct Reviews:
  Regularly review and update financial plans and portfolios.
• Educate Participants:
  Provide financial planning and education to retirement plan participants.
• Build Networks:
  Develop relationships with referral sources, centers of influence, and external partners.
• Travel:
  Be prepared to travel as needed.

• 4-year college degree preferred but not required.
• Series 65 or must obtain within 90 days of start date.
• At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles.
• Strong communication skills, including public speaking, and excellent interpersonal skills.
• Analytical, critical thinking, and problem-solving abilities are essential.
• Proficiency in Microsoft Excel, Word, PowerPoint, Access, GAP analysis tools, and vendor website navigation.

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.

• financial planning
• investment management
• GAP analysis

• communication skills
• public speaking
• interpersonal skills
• analytical skills
• critical thinking
• problem-solving

• Series 65