Job Description
Job Description
We are seeking a Financial Advisor **** to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
- FINRA 65 (Or interest in obtaining)
- Life & Health Insurance License (Or interest in obtaining)
- 3+ years previous experience in banking, financing, or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Nice to Have:
- CFP Designation (or Interest in Obtaining)
- Bachelors Degree
- Interest in Tax Planning and/or Preparation
Additional Information:
- Total Compensation will be based on experience, AUM Clients brought with you, and level of expertise.
- Stratus Financial is open to the idea of the purchase of, or compensation for, Clients the candidate brings with them.
- Possible equity ownership opportunities with Stratus Financial may be available.
- This is a Full-Time, in office position. Flexibility with scheduled time is an option. Background check along with drug screening will be required prior to employment.
- AFTER a 90-day period, partial WFH may become available to you, but it is not guaranteed for this position.