We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals.
Responsibilities • Meet with clients to determine their financial objectives, risk tolerance, and resources. • Develop financial plans and portfolios that meet clients' needs and goals. • Provide sound investment advice and guide clients in making informed decisions. • Offer strategies for tax planning, retirement planning, and estate planning. • Continuously monitor clients' portfolios and make necessary updates. • Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments. • Build and maintain relationships with clients and ensure they receive top-notch service. • Develop and implement strategies to increase client base.
Requirements • Bachelor's degree in Finance or related field • 5+ years' of industry experience • Active Life Insurance license • Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. • Exceptional client-service skills. • Ability to work independently and collaboratively with a team.
Benefits • Competitive compensation package • Comprehensive training and development programs • Health and life insurance options • Retirement savings plans • Professional work environment
If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!