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Benefits:
- 401(k)
- Health insurance
- Paid time off
- Dental insurance
- Vision insurance
Benefits/Perks
- Careers Advancement OpportunitiesÂ
- Competitive Compensation
Job Summary
We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our existing clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and update their strategic financial plan. The ideal candidate is capable of interpreting financial statements and financial planning software, has excellent communication and presentation skills, and has a track record of successful financial guidance.Â
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ResponsibilitiesÂ
- Gather information to understand each client’s overall financial situation and financial plan progress
- Make recommendations around a variety of financial products and services
- Network and develop relationships to increase the current client baseÂ
- Seek out opportunities to make presentations, provide education, and sell services
- Maintain up-to-date knowledge of the market and industry trends
Qualifications
- Bachelor’s degree in finance or a related field
- Previous experience as a Financial Adviser or related position
- Current certificate of qualifications (Series 65 or CFP)
- Ability to provide reliable, data-based financial adviceÂ
- Ability to explain complex financial information in simple terms
- Excellent negotiation, communication, and presentation skills
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