Financial Advisor

Job Description

Job Description

Description

As a Financial Advisor, you will be responsible for delivering comprehensive financial planning and investment management services . You'll play a key role in helping individuals and families achieve their financial goals while growing your own client base within a supportive, growth-minded environment.

Key Responsibilities

Develop and implement personalized financial plans tailored to client needs (investment, retirement, insurance, estate planning, etc.)

• Provide ongoing financial advice and adapt strategies based on life changes and market conditions
• Build and manage a book of business, focusing on client acquisition and retention
• Conduct financial analyses, risk assessments, and market research to inform investment strategies
• Maintain compliance with all FINRA/SEC regulations and firm standards
• Educate clients on financial products, planning tools, and market trends
• Leverage financial planning software and CRM tools for client management and planning
• Actively participate in business development activities, including networking and referrals

Skills, Knowledge and Expertise

Must-Have Qualifications

• Proven experience as a Financial Advisor
• Active Series 65 or 66 license
• Active Health and Life Insurance licenses
• Established book of business with ongoing client relationships
• In-depth knowledge of financial planning principles, investment vehicles, and insurance products
• Excellent communication, presentation, and relationship-building skills
• Self-motivated, entrepreneurial mindset with strong organizational abilities

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• Proficiency with financial planning software and CRM systems

Benefits

• Comprehensive health insurance (medical, dental, vision)
• Life and disability insurance (STD/LTD)
• 401(k) with employer match
• PTO and paid holidays
• Supplemental benefits (accident, critical illness, etc.)
• Professional development resources and potential for equity or bonus plans

You are a trusted financial partner , focused on delivering results for your clients while cultivating long-term relationships. You bring both technical financial knowledge and a human touch to your work, empowering clients to feel confident about their financial future.