Benefits:

401(k)

Health insurance

Paid time off

Dental insurance

Vision insurance

Benefits/Perks

Careers Advancement Opportunities

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.

Responsibilities

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 base

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 advice

Ability to explain complex financial information in simple terms

Excellent negotiation, communication, and presentation skills