Financial Advisor

We are seeking an experienced financial advisor to assist 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: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Qualifications: • 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 • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Requires a Bachelor’s degree in finance, business administration, or related field • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Strong interest in financial planning and investment management • Excellent interpersonal and communication skills • Sales experience or customer service background • Willing to study and obtain a Life Insurance license • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary Compensation: $75,000+ at plan with benefits

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Compensation:
$75,000 per year