Financial Advisor

Financial AdvisorWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses.ResponsibilitiesDeveloping comprehensive, fee-based personal financial plans for individuals and families.Providing various investment advisory services including proposal development, asset allocation modeling, etc.Some trading and rebalancing of client portfolios.Meeting with clients individually or on a team basis with a partner to review financial and investment plans.Responding to various client service requests throughout the year.Helping the firm grow through acquisition of new clients and retention of existing clients.QualificationsBachelor's Degree in business or finance.4+ years' experience as a personal financial advisor/plannerIndustry related professional designations such as CFP preferredThe ideal candidate will possess the Series 65 & insurance licensesThis individual will be highly motivated with a strong desire to succeed.Excellent organizational, communication, interpersonal, and computer skills required.Benefits We Offer:Competitive CompensationLucrative New Business & Employee Referral BonusesAnniversary BonusOpen Paid-time-off policy for professional staffWe provide a flexible work environment to offer work/life balance.401(k) plan with company match and profit sharingMedical, dental, and vision insuranceCompany Paid Life InsuranceAffordable Short- & Long-Term Disability InsuranceAffordable Accidental and Critical Illness Insurance10.5 Paid holidaysDisability InsuranceTuition ReimbursementAnnual Performance Reviews