Financial Advisor

Our firm is rapidly expanding, and we are looking for financial advisors to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven track record of success advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Bachelor’s degree in business administration, finance, or related field is required • Superior customer service skills, math skills, relationship skills, and communication skills are preferred Strong interest in financial planning and investment managementExcellent interpersonal and communication skillsSales experience or customer service backgroundWilling to study and obtain a Life Insurance licenseThough not required, a valid FINRA Series 7 & 63/66 license is considered a plusSuperior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clientsExperience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desiredA basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary Compensation: $75,000+ at plan with benefits

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Compensation:
$75,000 per year