Financial Advisor

Position Title: Financial Advisor This role seeks a dedicated financial advisor to enhance a dynamic team known for its supportive culture and commitment to excellence. The ideal candidate will benefit from a structure that eliminates cold outreach, allowing them to focus on client engagement and relationship building. With a robust marketing strategy in place, the advisor will engage with pre‑scheduled appointments and receive comprehensive support from staff for administrative tasks. Success in this position requires strong closing skills and a willingness to learn from a proven process. Candidates with backgrounds in athletics or military service are particularly encouraged to apply, as they often embody the coachable spirit desired by the organization. Financial Advisor Responsibilities Review financial plans developed by the planning team Attend scheduled meetings with clients, typically 5-6 per week Focus on client onboarding through a structured process involving 2-3 meetings Collaborate with a dedicated processor for paperwork Maintain a closing ratio of 30% on client meetings Financial Advisor Requirements 2-3 years of experience as a financial advisor with closing experience Possession of a Series 65 license An insurance license is preferred Background as a college athlete or in military service is preferred Benefits Medical, dental, and vision coverage starting on day one 401k plan with a 4% match after 90 days Three weeks of paid time off, inclusive of sick and vacation days Paid time off during the week of Christmas upon meeting performance metrics Comprehensive support for professional development and growth If you are a Financial Advisor looking to take the next step in your career, apply now! #J-18808-Ljbffr