Job Description

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record 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:

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Bachelor's Degree a must, sales experience and/or financial internships 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.

About Company: Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

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