Financial Advisor

About the role

We are currently seeking a Financial Advisor to join our team!

Engage with members to understand their full financial needs, goals, and risk tolerance in order to provide personalized financial guidance and education to support long-term financial goals.

Develop and implement personalized strategies across investments, insurance, retirement, and wealth management.

Regularly review and update members’ financial plans to reflect life changes and market shifts.

Build and nurture our strong network of member relationships through referrals, community involvement, and professional connections.

Ensure compliance with all internal policies, regulatory requirements, and FINRA/SEC, federal, & state standards.

Guide members in making confident decisions as they embark on their financial journey.

Requirements

• 3+ years of experience in financial services or investment management
• Proven success in relationship management and business development
• Active FINRA Series 7 & 66 (or Series 63 & 65), along with state Life, Accident & Health, and Variable Contract licenses
• Bachelor’s degree or equivalent industry certifications
• Excellent interpersonal, communication, and negotiation skills
• Strong knowledge of local, national, and global economies
• Flexibility to meet clients before or after regular hours

What We're Looking For

3+ years of experience in financial services or investment management

Proven success in relationship management and business development

Active FINRA Series 7 & 66 (or Series 63 & 65), along with state Life, Accident & Health, and Variable Contract licenses

Bachelor’s degree or equivalent industry certifications

Excellent interpersonal, communication, and negotiation skills

Strong knowledge of local, national, and global economies

Flexibility to meet clients before or after regular hours

Top Benefits

• Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
• Fully funded deductible (HMO Plan)
• Up to 12% 401k employer matching contribution
• Income protection with life insurance, short and long-term disability
• Paid time off, holiday leave & birthday leave
• Educational assistance
• Commuter benefits program and more

Pay

Details on pay are not specified in this posting.

Schedule

Details on schedule are not specified in this posting.

Benefits

Details on benefits are not specified in this posting.