Financial Advisor

Overview

Training Provided. Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Customize financial plans for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

• A Bachelor’s degree in business administration, finance, or a related field is required
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66 are required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Previous experience in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Bachelor's Degree required; sales experience and/or financial internships are a plus
• A business mindset:
  You are motivated by the chance to help prospective clients while focusing on personal growth
• You are personable and caring, with a natural ability to connect and communicate with others
• Enthusiastic, high energy, and positive attitude
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team
• Must have excellent communication and interpersonal skills
• Quick learner who is comfortable in a fast-paced, dynamic environment

$80,000+ performance-based