We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals.
Responsibilities
- Meet with clients to determine their financial objectives, risk tolerance, and resources.
- Develop financial plans and portfolios that meet clients' needs and goals.
- Provide sound investment advice and guide clients in making informed decisions.
- Offer strategies for tax planning, retirement planning, and estate planning.
- Continuously monitor clients' portfolios and make necessary updates.
- Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or invesments.
- Build and maintain relationships with clients and ensure they receive top-notch service.
- Develop and implement strategies to increase client base.
Requirements
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Active Life Insurance license
- Active FINRA Series 7, and 65 or equivalent registered representative and state licenses.
- Exceptional client-service skills.
- Ability to work independently and collaboratively with a team.
Benefits
- Competitive compensation package
- Comprehensive training and development programs
- Health and life insurance options
- Retirement savings plans
- Professional work environment
If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!
