Financial Advisor

Sullivan Financial Advisors, a 20+ year-old business whose purpose is about life at maximum potential, welcomes you. We specialize in holistic financial planning , our sweet spot. If you want to belong to a team that does that well every day, this company’s a great fit for you. You’ll love coming to work every day if you get, want, and have the capacity to do: Meeting Prep + Follow-up Lead on Legacy + Emerging Clients Lead on employee education for 401(k) Plan Clients Maintain & Build Client Relationships Prospect Qualified Clients Act as liaison between advisory and operations departments You’ll have success here if you value clear processes and feel qualified to do the following things: Prep and conduct existing client review meetings Identify additional opportunities within existing clients Prospect within identified client profile through our internal marketing process Requirements: Life/disability Insurance and Series 65 (or equivalent) investment licenses Hold a bachelor’s degree and have CFP(R) Designation Demonstrate an ability to verbalize and write with confidence and clarity Excel in working with team members and working individually Our company runs on EOS. That means as a member of this team, you will have a leader who: Makes sure you have the necessary tools Acts with the greater good in mind Delegates appropriately Takes time to truly understand your role and how you can help the company Makes their expectations clear Communicates well Meets one-on-one with you quarterly or more, if needed Rewards and recognizes your performance You will love it here if these things resonate with how you show up: Great With People / Client-Centric Eager (to grow + jump in) Sees it through to the end This role offers an annual salary ($80,000 - $120,000) + bonus compensation package, based on experience and aligned with industry standards. Benefits package includes paid NYSE holidays, PTO bank + paid birthday off, 401(k) with safe harbor company contribution, health/vision/dental insurance with H.R.A. employer contribution. #J-18808-Ljbffr