The Financial Advisor will be responsible for managing and growing a book of business by delivering comprehensive financial strategies tailored to each client’s goals and life stage.
The ideal candidate combines financial expertise with exceptional interpersonal skills, integrity, and a genuine passion for helping clients succeed. No prior financial advisor experience is necessary. If you have a sales personality, our client is willing to train!
Recent Grads are open to apply!
Salary plus commission! Up to $90K/year depending on experience
Key Responsibilities:
Build and nurture strong relationships with clients, serving as their trusted financial resource.
Conduct comprehensive financial assessments and create customized financial plans.
Advise clients on investment strategies, retirement planning, insurance, and estate considerations.
Proactively review client portfolios and recommend adjustments as needs or markets change.
Identify opportunities for new client acquisition through networking and referrals.
Maintain current knowledge of financial markets, products, and industry regulations.
Adhere to all compliance, regulatory, and ethical standards.
Qualifications:
Required:
Bachelor’s degree in Finance, Economics, Business, or related field.
1–5+ years of experience as a Financial Advisor or in a client-facing role.
FINRA Series 65 (or 66) licenses, or the ability to obtain them within a reasonable timeframe.
Proven ability to develop and maintain lasting client relationships.
Strong communication, analytical, and presentation skills.
Preferred:
CFP®preferred or the willingness to be certified. Client will assist financially.
Background in client acquisition or business development.
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