Description

The Financial Advisor is responsible for helping clients achieve their financial goals through personalized planning, investment guidance, and exceptional client service. This role partners closely with clients and internal teams to develop tailored financial strategies, manage ongoing relationships, and deliver a high-touch, consultative experience. The ideal candidate is relationship-focused, proactive, and committed to building long-term client trust.

Key Responsibilities

Prepare for and lead client meetings
Gather and organize client financial information to develop customized financial plans
Create insurance illustrations and financial planning scenarios
Communicate investment recommendations in collaboration with advisory teams
Track financial planning milestones and follow up on action items
Deliver proactive client service and ongoing relationship management
Manage client onboarding and support ongoing service needs
Maintain accurate records within CRM and financial planning systems
Respond to client inquiries and provide trusted financial guidance
Develop client relationships and referral opportunities through consistent engagement

Requirements

Minimum 2 years of experience in financial planning or a related field
Series 7 and Series 66 licenses required
CFP designation preferred
Bachelor’s degree or equivalent work experience
Familiarity with the financial services and insurance industries
Experience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
Strong interpersonal, communication, and relationship-building skills
High attention to detail and organizational abilities
Proficiency in Microsoft Office and Outlook
Professional, adaptable, and client-focused approach
Commitment to maintaining confidentiality and regulatory compliance

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