We are seeking a dedicated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial guidance and investment strategies to our clients. The ideal candidate has a strong background in financial planning, wealth management, and exceptional interpersonal skills.

Responsibilities:

Develop and maintain strong relationships with clients by understanding their financial goals, risk tolerance, and investment preferences
Assess clients' financial needs and recommend suitable strategies to achieve their goals, including retirement planning, education funding, and estate planning
Conduct thorough financial analyses, considering factors such as income, expenses, assets, liabilities, and tax status, to create customized financial plans
Assist clients in implementing financial plans by providing investment advice, executing trades, and monitoring portfolio performance
Stay updated on market trends, changes in financial regulations, and investment products to deliver the most accurate and relevant advice to clients
Maintain accurate client records and generate reports on portfolio performance, client interactions, and financial plans

Requirements:

Bachelor's degree in Finance, Economics, Business, or a related field; Master's degree preferred
Proven work experience as a Financial Advisor, Wealth Manager, or in a similar role
Strong knowledge of financial planning strategies, investment products, and tax regulations
Excellent analytical skills and attention to detail
Outstanding interpersonal and communication skills, with the ability to explain complex financial concepts clearly to clients
Proficient in using financial planning software and tools
Current FINRA Series 7 and 66 licenses (or willingness to obtain them within a specified timeframe)

At our company, we value our clients and strive to provide the highest level of service and expertise. We offer a competitive base salary, performance-based bonuses, and a comprehensive benefits package. Join our team of dedicated professionals and help our clients achieve their financial goals.

Compensation: $70,000.00 - $130,000.00 per year

About Us

Our mission is to place skilled candidates in a well-matched position that is beneficial to both candidate and employer. We value our privileged partnership in your career pursuits and want to help propel you toward the next level of your professional development. That is why we focus on placing you in a position that will challenge your skills, achieve your goals, and provide the greatest potential for career satisfaction

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