Financial Advisor

Financial Advisor

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses . 

RESPONSIBILITIES

• Developing comprehensive, fee-based personal financial plans for individuals and families.
• Providing various investment advisory services including proposal development, asset allocation modeling, etc.
• Some trading and rebalancing of client portfolios.
• Meeting with clients individually or on a team basis with a  partner to review financial and investment plans.
• Responding to various client service requests throughout the year.
• Helping the firm grow through acquisition of new clients and retention of existing clients.

QUALIFICATIONS

• Bachelor’s Degree in business or finance.
• 4+ years’ experience as a personal financial advisor/planner
• Industry related professional designations such as CFP preferred
• The ideal candidate will possess the Series 65 & insurance licenses
• This individual will be highly motivated with a strong desire to succeed.
• Excellent organizational, communication, interpersonal, and computer skills required.

BENEFITS WE OFFER:

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy for professional staff
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 10.5 Paid holidays
• Disability Insurance
• Tuition Reimbursement
• Annual Performance Reviews