Financial Advisor

Overview

Are you a motivated and experienced

Overview

Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Brunswick, GA. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.

What You’ll Do

• Build Relationships:
  Connect with clients to understand their financial needs and goals.
• Provide Expert Advice:
  Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
• Customize Financial Plans:
  Develop and implement tailored financial plans to help clients reach their objectives.
• Monitor Portfolios:
  Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
• Stay Informed:
  Keep up with industry trends and regulations to offer the most current advice.

• Experience:
• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Education:
• Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
• A Master's degree is a bonus.
• Required Skills:
• Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series
  7).
• Applicable State Life and Annuity Insurance Licenses.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Preferred
  
  Skills:
• Certified Financial Planner (CFP) designation.

• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position

• Exempt