Financial Advisor

Kappan Financial LLC

The role of Associate Financial Advisor is best suited for the financial services professional who wants to grow a successful practice that aligns with their core beliefs and values. There is an overwhelming need for personalized financial guidance and advice in our community. Kappan Financial is a community-focused financial planning firm committed to delivering these services and solutions. We are growing, and we need advisors who share our philosophy. We offer an environment and support system that is designed to promote your success. We offer a nominal salary to help stabilize your income while you grow your practice. We are affiliated with a Registered Investment Advisor (RIA) that provides personalized services with comprehensive investment and wealth planning. Qualifications Series 65 registration. Strong foundation in Financial Planning and Finance, with the ability to interpret financial statements and build comprehensive plans. Experience or demonstrated interest in Retirement Planning and long-term income strategies. Knowledge of Investments and Financial Advisory practices, including risk assessment and portfolio allocation concepts. High ethical standards, sound judgment, and commitment to acting in clients’ best interests at all times. Ability to work independently in an on-site environment, manage time effectively, and handle multiple client relationships. Bachelor’s degree preferred; relevant licenses (Life/Accident/Health) or progress toward CFP or similar credentials is a plus. #J-18808-Ljbffr

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Vacancy posted 2 days ago

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