Personal Financial Advisor

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: • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations • Create customized financial plans suitable for each client based on potential life changes and changing financial needs • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Qualifications: • Bachelor’s degree in business administration, finance, or related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital Compensation: $70,000 - $120,000 at plan

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Compensation:$70,000-$120,000 per year