Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • 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 • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired Compensation: $65,000+ at plan yearly
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Compensation:
$65,000 per year
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