Financial Advisor

Overview

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!

• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Bachelor’s degree in business administration, finance, or related field is required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Bachelor's Degree a must, sales experience and/or financial internships a plus
• A business mindset:
  You are motivated by the chance to help prospective clients while focusing on personal growth
• You are personable and caring, with a natural ability to connect and communicate with others
• Enthusiastic, high energy, and positive attitude
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
• Must have excellent communication and interpersonal skills
• Quick learner who is comfortable in a fast-paced, dynamic environment

$80,000 per year + performance-based