Financial Advisor

HIGH PAYOUTS. The Financial Advisor position provides comprehensive financial planning and advice to help clients. As the Financial Advisor, you will work one-on-one with clients to develop an individually tailored menu of financial services. You will prepare for and participate in regular review meetings with wealth management clients.

Qualifications:

• A bachelor's degree is required. Emphasis on financial planning, finances or accounting/tax is a plus.

• Own Book of Business

• Must have the following registrations: Series 7 and Series 63/65 or Series 66.

• A minimum of 3 years of industry experience

• Insurance license preferred

• The ability to understand complex financial information is necessary.

• The Financial Advisor will have the ability to provide a high level of client service in a calm, courteous and professional manner is a must.

• Excellent computer skills, including experience in Microsoft Office.

• Experience with financial planning tools is a plus

• Strong presentation and communication skills as well as multi-tasking abilities

• Confidence in client relations

• Passion for new opportunities to grow your individual financial advising practice.

• Valid Driver’s license, reliable transportation, with the ability to meet clients at various locations

Responsibilities

• Financial Advisor will counsel clients on investment strategies and other financial decisions

• Financial Advisor will review and discuss documents and performances to clients

• Financial Advisor will prepare presentations to recommend financial products

• Financial Advisor will assess all of clients financial situation

• Financial Advisor will either come equipped with or network and build relationships with clients

Place of work