Financial Advisor

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required • Bachelor’s degree in business administration, finance, or related field is required • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Compensation: $100,000 - $150,000 commission based

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Compensation:
$100,000-$150,000 per year