We are seeking an experienced Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Requires a Bachelor’s degree in finance, business administration, or related field
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required