Financial Advisor

We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor • Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Compensation: $75,000+ at plan

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