We are seeking an experienced financial advisor to assist our 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!
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- 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
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Requires a Bachelor’s degree in finance, business administration, or related field
We have been working with individuals and businesses across the country for decades. Each of our agents has extensive and professional experience. Combined, we have more than 150 years of experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
