Financial Advisor

Are you someone who has an interest and ability in Financial Services? Are you looking for a career with great potential and greater purpose? … Perhaps you have worked as financial advisor in the past but things didn’t work out with that solely profit-motivated business with impersonal training?

You must love people, have high moral standards, be willing to work hard and learn lots. You will need to either currently have a CFP designation or be willing to sit for exams within three years. Financial markets should seriously interest you. Doing the right thing must be your guiding light in all your life. This is an incredibly interesting and lucrative career opportunity for the right person. Earning potential is unlimited with a possibility of future partnership in the firm.

I offer full-time employment only. Benefits designed to your needs. Salary is commensurate with experience. Begins with three-month probation period.

Company Description

I am a full-service, high-touch Financial Planning Firm. As a sole-practitioner, I offer investment services, retirement income planning, tax-planning, estate planning, insurance services. My mission is to help clients align their money with their purpose and meaning in life. I have a not-so-Wall Street business model—I care about your personal development and success. I will personally mentor you rather than hand you performance requirements and production quotas.

Role Description

This is a full-time on-site role for a Personal Financial Advisor. As a Personal Financial Advisor, you will be responsible for maintaining client relationships, conducting financial analyses, creating financial plans, and executing investment strategies. You will also work to actively grow the firm’s client base through networking and other business development efforts.

Qualifications

• Knowledge of Investments and financial markets
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Detail-oriented and organized
• Ability to work independently and as part of a team
• Experience in the financial planning industry is preferred
• Bachelor's degree in Finance, Business, or related field
• Certification in financial planning (CFP) is a plus

Retirement; Financial Planning, Tax planning, Financial Services, Investment Strategies