Financial Advisor

About the role

A national wealth management firm is seeking a Financial Advisor to join their team. This position focuses on providing financial planning and investment advice to clients, helping them achieve their financial objectives through a tailored approach.

Responsibilities

• Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
• Analyze clients’ financial information to determine strategies for meeting their financial goals.
• Develop and present customized financial plans and investment strategies.
• Monitor clients’ financial status and provide regular updates and recommendations.
• Build and maintain strong client relationships through regular communication and follow-up.
• Stay informed about market trends, economic conditions, and new financial products.
• Comply with all regulatory requirements and company policies.
• Provide exceptional customer service and ensure client satisfaction.
• Participate in networking and community events to attract new clients.

Requirements

• Bachelor’s Degree (BA) from a four-year college or university.
• At least 2-3 years of related experience and/or training.
• Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College.
• FINRA licenses: Series 7, 63, and 65 (or Series 66 in lieu of the 63 and 65).

Pay

Compensation range: $92,500/year – $140,000/year.