Financial Advisor
Financial Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 100000 - 150000
1 Vacancy
Job Description
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
- Bachelors 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
