Financial Advisor

We are seeking a Financial Advisor to join our firm in Chambersburg, PA.

This role is ideal for an experienced Financial Advisor who enjoys client prefers helping clients and planning over prospecting. The ideal candidate will have experience with investment strategies and client portfolio management. The right candidate will have a deep understanding of financial planning, demonstrate high attention to detail, and value nurturing existing relationships.

This is a salaried position.

FINANCIAL ADVISOR RESPONSIBILITIES:

Provide strategic financial planning and investment advice to clients.

Execute stock market trades with precision and efficiency.

Conduct in-depth financial analysis and market research to guide investment decisions.

Ensure compliance with all regulatory requirements and internal policies.

Develop and maintain strong relationships with clients, providing regular updates.

Work collaboratively with internal teams to enhance financial strategies and services.

Stay updated on industry trends, market fluctuations, and new investment opportunities.

FINANCIAL ADVISOR QUALIFICATIONS:

Active Series 7 and Series 65 or 66 license (in good standing).

Experience in financial advising, investment management, or stock market trading.

Proven experience in executing stock market trades and managing investment portfolios.

Exceptional attention to detail to ensure accuracy in financial planning and transactions.

Strong interpersonal and communication skills to build trust with clients.

Proficiency in financial software, trading platforms, and Microsoft Excel.

Must pass a background check

Benefits:

Health insurance

PTO/Sick Days

Cash Balance Retirement Plan after 1 year of employment