Financial Advisor

A financial services firm dedicated to helping retirees achieve financial security is seeking a Lead Financial Advisor to join our team.

This independent firm specializes in Financial Planning, Tax Planning, and Estate Planning. The ideal candidate will demonstrate strong interpersonal skills, initiative, integrity, and a solid work ethic. Advisors focus on client service and portfolio management; they do not prospect new clients, relying instead on an extensive referral network.

• Prepare client files with critical and pertinent financial planning information
• Initiate business-to-business phone calls in support of financial transactions
• Build rapport and provide hospitality to clients
• Perform portfolio risk analysis and provide investment recommendations based on research
• Assist with client case updates, onboarding, applications, documents, meeting preparation, and process
• Proofread documents for accuracy and completeness
• Participate in client meetings to co‑present recommendations and deliver advice
• Meet with clients and help close business

• Bachelor’s degree preferred in Finance, Accounting, Business, or Economics
• Series 65 or 66 and 7 licenses required
• Life and health insurance license preferred (not required)

• Knowledge of key financial, investment, risk management concepts and retirement planning
• Proficiency with mathematical calculations
• Strong organizational skills to manage multiple tasks efficiently
• Proficiency in verbal and written communication
• Ability to give an oral presentation to a small group
• Social and emotional intelligence

This position offers opportunities for professional growth and development in the wealth management industry and may lead to a succession plan for the right candidate. If you have the aptitude for this role and are confident you can add value to our team, we encourage you to apply.

Compensation Package:
Base Salary with Bonus opportunities

Job Type: Full-time