Financial Advisor

Responsibilities

• Build and maintain trusted relationships with clients by providing individualized financial guidance aligned with their long-term objectives.
• Create customized financial plans and investment recommendations based on each client's goals, time horizon, and comfort with risk.
• Review portfolios and client strategies on an ongoing basis, adjusting recommendations as market conditions and personal circumstances change.
• Identify opportunities to deepen client engagement and expand the advisory relationship through thoughtful, needs-based service.
• Stay informed on market activity, investment products, and economic developments in order to deliver timely and relevant advice.
• Uphold regulatory standards and firm policies while maintaining accurate documentation and a high standard of ethical conduct.

Requirements

• 3+ years of experience in financial advising or a closely related client-facing wealth management role.
• Active Series 6 or Series 7 license, with the ability and intent to obtain Series 7 promptly if currently licensed at the Series 6 level.
• Series 65 or Series 66 license required.
• Demonstrated knowledge of financial planning, investment analysis, and portfolio management principles.
• Strong communication and interpersonal skills with the ability to build credibility and long-term client trust.
• Self-motivated, proactive, and committed to helping clients achieve meaningful financial outcomes.

Qualifications

Legal authorization to work in the United States is required.

Skills

Financial planning, investment analysis, portfolio management, client relationship building, regulatory compliance, communication, and interpersonal skills.

Benefits

Medical, vision, dental, life, and disability insurance. Eligibility for a company 401(k) plan.

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position.