Job Description

The Financial Advisor will be responsible for managing and growing a book of business by delivering comprehensive financial strategies tailored to each client’s goals and life stage.

The ideal candidate combines financial expertise with exceptional interpersonal skills, integrity, and a genuine passion for helping clients succeed. No prior financial advisor experience is necessary. If you have a sales personality, our client is willing to train!

Recent Grads are open to apply!

Salary plus commission! Up to $90K/year depending on experience

• Build and nurture strong relationships with clients, serving as their trusted financial resource.
• Conduct comprehensive financial assessments and create customized financial plans.
• Advise clients on investment strategies, retirement planning, insurance, and estate considerations.
• Proactively review client portfolios and recommend adjustments as needs or markets change.
• Identify opportunities for new client acquisition through networking and referrals.
• Maintain current knowledge of financial markets, products, and industry regulations.
• Adhere to all compliance, regulatory, and ethical standards.

Qualifications: 

Required:

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 1–5+ years of experience as a Financial Advisor or in a client-facing role.
• FINRA Series 65 (or 66) licenses, or the ability to obtain them within a reasonable timeframe.
• Proven ability to develop and maintain lasting client relationships.
• Strong communication, analytical, and presentation skills.

Preferred:

• CFP® preferred or the willingness to be certified. Client will assist financially.
• Background in client acquisition or business development.

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