Financial Advisor

Job details Salary: $130,000 - $140,000 per year This Jobot Job is hosted by: Adrionna Roy A bit about us We are a fast-growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long-term value to our clients. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment. Why join us Competitive compensation and comprehensive benefits package Opportunity to work with a collaborative and high-performing team Career growth and advancement opportunities within a growing organization Flexible work environment that supports work-life balance Exposure to innovative projects and industry-leading solutions Leadership team that values transparency, communication, and employee success Culture centered around teamwork, accountability, and professional development Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client meetings and develop personalized financial strategies Stay current with market trends and proactively recommend solutions Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning Qualifications Minimum 5 years of experience in wealth management or financial planning Proven ability to develop business and expand client networks Strong interpersonal and communication skills Bachelor’s degree from an accredited institution Series 7 and 63 (or 65 and 66) required Clean U-4 record Life/Health/Variable Annuity licenses preferred CFP® designation strongly preferred or willingness to obtain within a designated timeframe Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr Jobot