Financial Advisor

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!