We are seeking an experienced Financial Advisor to assist 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 • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • 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 • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • Requires a Bachelor’s degree in finance, business administration, or related field Compensation: $75,000+ at plan
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