Wealth Management Financial Advisor Officer

Be part of a growing organization that provides trusted financial expertise and deeply values community involvement, encouraging volunteerism and investing in the places where we live and work. As a Wealth Management Financial Advisor Officer , you will take ownership of building meaningful, long-term relationships while delivering customized investment strategies, conducting financial analysis, and serving as a trusted advisor throughout a client's financial journey. Enjoy a robust compensation and benefits package-including commission opportunities, employee ownership (ESOP), professional development, and a clear path to advance your career in a collaborative, empowering environment. Apply now!

Work Model:

• On-Site
• 8:00 AM - 5:00 PM

What You Will Do:

• Establish and develop relationships with both new and existing clients
• Perform customized financial evaluations, considering goals, risks, and market trends
• Create and deliver personalized investment plans
• Inform clients about products, planning tools, and market forecasts
• Stay updated about industry regulations, updates to LPL, and product offerings
• Conduct regular portfolio reviews to maintain alignment with client expectations
• Engage in cross-selling opportunities and drive internal referrals
• Serve as a representative of the organization and network at community events

What You Will Need to Be Successful:

• Bachelor's degree or equivalent experience within the financial industry
• Minimum 4 years of experience in brokerage or financial services
• Hold or be willing to obtain a FINRA Series 7 & 66 promptly and State Life & Health Insurance license
• Must have a Series 6 license
• Excellent at building and maintaining relationships
• Self-motivated, organized, and collaborative
• Effective verbal and written communication skills
• Proficient in financial analysis and strong attention to detail
• Goal-driven mindset with a desire to build business
• Proven track record in prospecting and client acquisition
• Skilled in Microsoft Office and preferably financial software
• Excellent time management and organizational skills
• Capable of same-day travel

Benefits Overview:

• Health, dental, and vision insurance
• 401k
• PTO
• Employee Stock Ownership Plan
• Life & AD&D Insurance
• Long Term Disability Plan
• Paid Volunteer Hours
• Professional Development and Advancement Opportunities
• Employee Assistance Program

Interested and qualified candidates can contact Madison Kuhl at View phone number on click.appcast.io or email View email address on click.appcast.io.