Financial Advisor

Financial Advisor

We are seeking a dedicated Financial Advisor who is passionate about helping clients achieve their personal and professional financial goals. In this role, you will design personalized financial plans, develop tailored investment strategies, and provide comprehensive risk management solutions aimed at fostering long-term financial confidence and well-being.

The ideal candidate will possess deep expertise in estate planning, retirement income strategies, and tax-efficient investing. This knowledge will enable you to craft customized, strategic guidance that helps clients navigate complex financial decisions with clarity and purpose.

Using a client-first, consultative approach, you will serve as a trusted advisor and strategic partner—listening carefully, offering thoughtful insight, and empowering individuals and families to make informed financial decisions at every stage of life.

Qualifications

Bachelor's degree in Finance or related field

5+ years' of industry experience

Strong understanding of the investment business

Excellent interpersonal skills

Licensing: Series 7 & Series 66

Willingness to obtain CFP or currently hold CFP

**Relocation assistance will be provided if necessary