Job Details

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives • Work with the existing client base and lead flow to generate new business • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact-gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications: • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Bachelor's degree in business administration, finance, or related field is required • Must be Series 7/6, Series 63/66 licensed and 215 licensed • Strong interpersonal skills and customer service focus • Market development/networking abilities • BA, BS, and/or graduate degree or equivalent work experience required Compensation: $80,000 - $110,000+

• Work with the existing client base and lead flow to generate new business • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact-gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Compensation:
$80,000-$110,000 per year