Financial Advisor

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

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

$75,000 per year