Licensed Financial Advisor

We’re seeking a Licensed Financial Advisor who is passionate about helping individuals, families, and business owners achieve financial clarity and long-term security. In this role, you’ll build meaningful client relationships, provide personalized financial guidance, and deliver strategic solutions across investments, insurance, retirement planning, and wealth management. This position is ideal for someone who is both analytical and people‑focused—someone who thrives on educating clients, simplifying complex concepts, and making a lasting impact.

• Develop customized financial plans aligned with client goals, values, and risk tolerance
• Analyze client financial situations including assets, income, liabilities, and cash flow
• Recommend suitable investment, insurance, and retirement strategies
• Monitor client portfolios and conduct regular review meetings
• Maintain strong knowledge of market trends, tax considerations, and financial products
• Build long-term client relationships through proactive communication and exceptional service

• Bachelor’s degree in Finance, Business, Economics, or related field (preferred)
• Active financial licenses (Series 6/7 and 63/65 or equivalent required)
• CFP, CFA, or other advanced designations are a plus
• 2–5 years of experience in financial advising, planning, or sales preferred
• Strong communication, relationship‑building, and analytical skills
• Proficiency with financial planning tools and CRM systems

$86,000 - $117,000 per year