Financial Advisor

Responsibilities

• Onboard new clients
• Servicing existing clients
• Demonstrate proficiency in sales
• Integrate the advice of CFAs, CPAs, and JDs into the client relationship

Qualifications

• Candidates must have a four-year degree and the CFP designation
• 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
• Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
• Unquestioned commitment to integrity in personal and professional activities
• Highly motivated with ability to function well in a fast-paced environment
• Self-starter by nature
• Excellent organizational, leadership, communication and presentation skills
• Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.

Pay

• Competitive salary with the potential to transition to a revenue share with unlimited income potential

Benefits

• Medical (HSA and FSA)
• Vision
• Dental
• Disability Insurance
• 401(k) Plan + match