Financial Advisor

As a Series 7 Financial Advisor at our bank, your primary responsibility is to foster and strengthen client relationships by offering tailored investment advice and comprehensive financial planning. You will manage and expand an existing clientele by providing high-quality guidance through face-to-face consultations. Additionally, you will evaluate each client's financial profile, life priorities, and risk tolerance to develop and implement personalized financial plans and brokerage investment strategies. Education & Experience Candidates must hold Series 7 registration and Series 66 (or equivalent 63/65) registration. A minimum of 1–2 years of experience in the financial services industry, ideally within a sales-based investment setting. Applicants should possess a Bachelor’s degree or comparable work experience. Proficiency with planning software and the Microsoft Office suite is preferred. To succeed in this role, exceptional verbal and written communication skills are necessary for clearly explaining complex financial concepts to clients. The ideal candidate will demonstrate a collaborative team mindset, willingness to participate in community events, and a self-starter attitude with keen attention to detail. Benefits & Salary Information Health Benefits including Medical & Prescription, Paid Vacation, Paid Sick Days, Paid Holidays, Health Savings Account, Long-term Disability, Life Insurance, 401(k), 401(k) Bank Match, Employee Discount, Fitness Center, Wellness Program. The compensation for this position ranges from $40,000 to $80,000, depending on experience, with additional earnings available through commission. #J-18808-Ljbffr