Experienced Financial Advisor

About the role

We're seeking experienced Financial Advisors who are passionate about building relationships, growing their practice, and delivering personalized financial strategies.

Responsibilities

• Access to business-owner and employer-focused opportunities
• Retirement, employee benefits, and wealth management solutions
• AI-powered prospecting and client engagement tools
• Mentorship, coaching, and support from experienced leaders
• Multifaceted business development resources
• A flexible practice-building environment
• Competitive compensation and growth opportunities

Requirements

• Experience in financial planning and advisory services
• Strong interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Passion for helping small and mid-sized businesses achieve their financial goals

Qualifications

• Bachelor's degree in finance, economics, or related field
• Series 65 or Series 7 license
• Proven track record of success in financial services

Skills

• Financial planning and analysis
• Client relationship management
• Business development
• Technology proficiency (AI tools)

Benefits

• Flexible work schedule
• Professional development opportunities
• Health and wellness programs
• Employee assistance program

Pay

$100,000+ per year

Schedule

Flexible work schedule to accommodate business needs and personal commitments