Current openings

Financial Advisor

Summary

The Financial Advisor delivers investment advice and financial planning solutions designed to achieve client financial goals. The advisor builds trust & deepens relationships with the firm’s existing clients and develops new business through referrals and networking opportunities. Experience as a financial advisor, financial planner, investment consultant, investment analyst, or wealth manager is preferred.

Qualifications

• Track record of financial industry success
• Minimum 7 years’ experience
• CFP, or in the process of obtaining
• Strong communication skills
• Self-driven and highly motivated personality
• Ability to listen, understand and give advice
• Willingness to travel at times

Responsibilities

• Counsel existing firm clients on all aspects of personal finance
• Provide insight and deliver investment solutions to clients and prospects
• Retain long-term clients
• Help develop comprehensive financial plans
• Develop leads and referrals through existing book of business
• Seek additional assets from existing clients.
• Provide excellent customer service