Financial Planner; Series

Job Description

Experience: Mid Level

Salary: $120,000 - $200,000 per year

• Support and manage client relationships in partnership with senior advisors
• Cultivate new business through networking, prospecting, and referral networks
• Conduct client meetings and develop personalized financial strategies
• Stay current with market trends and proactively recommend solutions
• Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning

• Minimum 5 years of experience in wealth management or financial planning
• Proven ability to develop business and expand client networks
  
  Strong interpersonal and communication skills
• Bachelor’s degree from an accredited institution
• Series 7 and 63 (or 65 and 66) required
• Clean U-4 record
• Life/Health/Variable Annuity licenses preferred
• CFP designation strongly preferred or willingness to obtain within a designated timeframe

A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team. This is an excellent opportunity for a motivated and client-focused financial professional who’s looking for a clear path to career advancement and long-term client relationships.

Since 1998, the firm has built a reputation for excellence, industry leadership, and community involvement. With a collaborative, team-driven culture and a strong referral network, the firm supports professionals who are passionate about helping clients achieve their financial goals.

• Competitive compensation and comprehensive benefits package
• Collaborative and growth-oriented work environment
• Strong referral channels and business development support
• Opportunities for advancement into a lead advisor role