We're seeking a Financial Advisor to make a lasting impact on individuals', families' and small businesses' financial well-being.
Job Description:
This role provides peace of mind to clients while helping them navigate complex challenges like retirement planning and college savings. As a Financial Advisor, you will have the opportunity to make a real difference in people's lives by providing expert guidance and tailored solutions.
Key Responsibilities:
* Support clients in achieving their financial goals through strategic product, plan and investment recommendations.
* Gather and assess client financial information to determine factors including financial status, cash flow and monetary expectations.
* Establish strong relationships with new clients by serving as their trusted financial advisor.
* Develop customized financial plans based on clients' professional/work circumstances, life stage and evolving financial needs.
Qualifications and Skills:
* Competitive
* Driven
* Results-oriented
* Coachable
* Effective communicator
What We Offer:
* A dynamic and supportive work environment
* Ongoing training and professional development opportunities
* A competitive compensation package