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.