Financial Advisor

Financial Advisor

We are entrepreneurs collaborating with entrepreneurs, proprietors assisting high-net-worth individuals and those who manage small and mid-size enterprises.

Responsibilities

• Creating comprehensive, fee-based personal financial strategies for individuals and households.
• Offering various investment advisory services including proposal creation, asset allocation modeling, etc.
• Conducting some trading and rebalancing of client portfolios.
• Meeting clients individually or in a team setting with a partner to evaluate financial and investment strategies.
• Addressing various client service requests throughout the year.
• Aiding in the expansion of the firm by acquiring new clients and retaining existing ones.

Qualifications

• Bachelor's Degree in business or finance.
• 4+ years' experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.
• The ideal candidate will possess the Series 65 & insurance licenses.
• This individual will be highly motivated with a strong desire to succeed.
• Excellent organizational, communication, interpersonal, and computer skills required.

Benefits We Offer:

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy for professional staff
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 10.5 Paid holidays
• Disability Insurance
• Tuition Reimbursement
• Annual Performance Reviews