Financial Advisor

We are seeking an experienced financial advisor to join our dynamic team. The position involves developing comprehensive financial plans, making investment recommendations, and providing ongoing support to clients.

Requirements

• Bachelor’s Degree
• At least 3 years related experience in the Financial Advisor role
• Series 7 & 66 securities licenses (or 65/63)
• Life/Health preferred
• Exceptional client relationship management skills
• Excellent writing and verbal communication skills
• Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills

Benefits

• Highly competitive transition income for established advisors
• Company matched 401(k)
• Internal support staff
• Hands on training and development program
• Health Benefits
• Medical
• Dental
• Vision
• Prescription
• Life Insurance
• Long Term Disability