Financial Advisor
Listed on 2026-07-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Benefits
- Salary plus Commission
- Support Staff
- One of the Highest Payout in the Industry
- Cross Selling 600 Tax preparation clients
- Newly Renovated Office
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.
Responsibilities- 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
- event licenses and certifications (e.g., Series 7, CFP)
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.
As an independent firm affiliated with LPL Financial, a highly respected and fully independent broker/dealer, we offer flexibility with no proprietary products. Additionally, we have 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.
CompensationCompensation: $4,000.00 per month
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