A growing Wealth Management firm is seeking a passionate and hard working individual to join their team as a Financial Advisor. The ideal candidate will have a team-player and client first mindset and be open to learning and growing with a great team. The Series 7 and 66 certifications must be currently held or acquired after being hired.
This would be a great position for someone looking to get their foot in the door and grow within the financial advising industry, or someone with experience looking for a place to transfer their current book of business.
Responsibilities: • Review client 401k's and generate proposals using MorningStar • Guide clients through rollovers • Generate insurance quotes and meet with clients to review • Manage estate claims • Go to probate with clients when necessary • Support fellow employees when and where necessary • Maintain all necessary licenses (i.e. Series 7 & 66)
Qualifications: • Proficient with Microsoft Office • Great communication and time management • Ability to work in a fast-paced environment • Must be a problem solver • Ability and willingness to learn quickly
Compensation and Benefits: • Compensation based on experience and licensure • Medical stipend • 401(k) with match • PTO