Financial Advisor

Job Description

Job Description

Description

We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry.

Key Responsibilities

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
• Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm's client base.
• Conduct thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with all regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay up-to-date on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

Benefits

Health Insurance, life insurance, dental, vision, 401k with match, STD / LTD, supplemental benefits, PTO etc.