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 investments.
· 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!
