Financial Advisor
About The Position
Financial Advisor/Client Service Representative to support existing clients through a combination of financial planning, client servicing, and proactive outbound engagement. This role consists client outreach, focusing on strengthening client relationships, providing financial guidance, and delivering solutions that help clients achieve their long-term financial goals. The advisor works with a portfolio and requires strong communication skills, financial services knowledge, and the ability to provide consultative guidance on savings, investments, insurance, and wealth-building strategies.
Requirements
- Active FINRA Series 7 License.
- Active Series 63 or Series 66 License.
Responsibilities
- Provide financial guidance related to budgeting, savings, banking, retirement planning, and wealth management.
- Educate clients on investment and insurance solutions that align with their financial goals.
- Review clients' current financial situations and recommend appropriate strategies for long-term financial success.
- Support clients in managing day-to-day finances while developing plans to build lifetime assets.
- Ensure compliance with financial industry regulations and licensing requirements.
- Document client interactions accurately and maintain updated client records.
Benefits
- 15% ESOP
- 5-7% bonus
- Option to contribute to a 401k account
- 16 Days of Paid Time Off
- 10 holidays
- 2 floating PTO days every year
- Full health, vision & dental coverage
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
