Financial Advisor

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations Qualifications: • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Compensation: $80,000-$150,000

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Compensation:
$80,000-$150,000 per year