Financial Advisor

Benefits:

• Salary plus Commission
• Support Staff
• One of the Highest Payout in the Industry
• Cross Selling 600 Tax preparation clients
• Newly Renovated Office

About the Role:

We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide them with expert financial advice. Join our team and be a part of a company that is dedicated to helping individuals and families with their financial needs.

• Provide personalized financial planning and investment advice to clients
• Assist clients in developing strategies for meeting their financial goals
• Monitor and analyze market trends and economic indicators
• Stay up-to-date on industry regulations and compliance standards
• Build and maintain strong client relationships

• Bachelor's degree in Finance, Business, or related field
• Series 7 and 66 licenses required
• Life and Health License
• Proven experience as a Financial Advisor or similar role
• Strong analytical and communication skills
• Ability to work independently and as part of a team

We are an established and growing financial services firm offering tax preparation services, wealth management, comprehensive financial planning, and advisory services. Our team is focused on providing personalized, high-quality service to individuals and businesses. We want to expand our financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current base of 600 tax clients, this is an excellent opportunity to build relationships and transition clients into financial advisory services.

With a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.