Careers
Financial Advisor
We are seeking a Financial Advisor to join our growing team. If you are interested in the financial planning and investment management business and want to grow professionally by working alongside industry veterans, this might be a good fit for you.
The Financial Advisor works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Financial Advisor is the point person for all client relationships and must have the ability to present solutions in a clear and concise manner.
Candidates must have:
- 4-year degree in finance, business, accounting, psychology, human ecology or related field of study
- Willingness to study for and acquire Series 7 & 65 securities license and CFP designation within 6months of hire date. We will cover training and test costs.
Other requirements:
- Must pass background check, pre-employment screening, and drug test.
- Excellent communication and problem-solving skills.
- Strong mathematical skills with high degree of accuracy and attention to detail.
- Ability to effectively multitask; strong follow through and time management skills.
- Possess a sense of urgency to get things done.
- High level of confidentiality.
- Professional yet personable demeanor.
- Committed team player.
Computer skills:
- Working knowledge of Excel and Word