Financial Advisor

We are expanding our team in Birmingham/Huntsville, AL, Destin, FL, Fayetteville, GA, Miami, FL, and Orlando, FL.

About the role

As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.

Responsibilities

• Build relationships with clients to understand their financial needs and goals.
• Provide expert advice on retirement planning, estate planning, asset allocation, and investment strategies.
• Develop and implement customized financial plans to help clients reach their objectives.
• Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
• Stay informed on industry trends and regulations to offer the most current advice.

Requirements

• At least 3 years of experience in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute). A Master's degree is a bonus.
• Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
• Applicable State Life and Annuity Insurance Licenses.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.

Preferred Qualifications

• Certified Financial Planner (CFP) designation.

Conditions of Employment

• Must be able to pass a criminal background and credit check.
• This is a full-time, non-remote position.
• FLSA Status: Exempt.