Financial Advisor

Financial Advisor Overview The Financial Advisor will join a private wealth advisory practice, supporting a Senior Financial Advisor in managing client relationships and financial planning initiatives. This role offers hands-on exposure to the full advisory lifecycle, fostering professional growth into an autonomous advisor position. Collaborate with a team dedicated to delivering premium client experiences and financial planning services. Support a Forbes-recognized advisor, contributing to the growth and success of the practice. Engage in business development activities, including prospecting and outreach to build a qualified client pipeline. Participate in client meetings, providing financial recommendations and maintaining high service standards. Develop and maintain client financial plans, aligning with their goals and risk tolerance. Opportunity to manage and expand existing client relationships while gaining industry expertise. Financial Advisor Key Responsibilities & Duties Conduct outbound prospecting activities to build and maintain a qualified client pipeline. Support and service existing clients through relationship management and business development initiatives. Assist in onboarding new clients, coordinating account setup, and maintaining accurate records. Prepare financial plans, case analyses, and client-ready recommendations tailored to individual needs. Participate in client meetings, taking notes and executing follow-up actions effectively. Collaborate with administrative staff to ensure timely processing and documentation compliance. Engage in proactive outreach to prospective and existing clients for scheduling and follow-ups. Contribute to practice-building initiatives, including marketing and client acquisition strategies. Financial Advisor Job Requirements Bachelor’s degree in Finance, Business, Economics, or a related field, or equivalent professional experience. Fully licensed with SIE, Series 7, and Series 66 (or Series 63 and 65). 1-5 years of experience in financial services, investment management, or private wealth advisory. Strong understanding of investment products, account types, and client service processes. Proven ability to manage multiple priorities in a fast-paced, in-office environment. Confident and professional communication skills with clients and prospects. Entrepreneurial mindset with an interest in business development and practice growth. High level of organization, attention to detail, and time management skills. #J-18808-Ljbffr