Six Pillars Financial Advisor
First Commerce Credit Union · Tallahassee, FL · 14 mo ago
FinanceFull-time
About the role
Join a dynamic team dedicated to financial solutions. We are seeking an experienced advisor to join our team.
Responsibilities
- Provide comprehensive financial planning services to clients.
- Conduct thorough financial assessments and develop tailored investment strategies.
- Stay updated with market trends and regulatory changes.
- Maintain strong client relationships through regular communication and support.
Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- Minimum 3 years of relevant work experience in financial advising.
- Proven ability to build and manage client portfolios.
- Excellent interpersonal and communication skills.
Qualifications
- Series 7 and Series 66 licenses preferred.
- Experience with wealth management software.
- Strong analytical and problem-solving skills.
Skills
- Strong knowledge of financial markets and investment products.
- Ability to work independently and manage multiple tasks simultaneously.
- Effective time management and organizational skills.
Benefits
- Competitive compensation package including base salary and bonuses.
- Incentive-based performance bonuses.
- Vacation and holiday pay.
- Health insurance coverage.
- Flexible work schedule.
Pay
Salary range: $70,000 - $90,000 annually.
Schedule
Full-time position with flexible working hours.
Contact Information
To apply, please fill out the form below or contact us at [Contact Information].
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