Financial Advisor

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SUMMARY: Our team provides a holistic and calm approach to financial planning, wealth preservation, and wealth creation for our clients. We are looking for a Financial Advisor to join our team that always puts clients first, is optimistic, positive, and passionate about helping people meet their goals. Being proactive, helpful, and collaborative are necessary skills to be successful here. You must be tenacious with a “can do” attitude always focused on doing the right thing for the client. This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients.
DUTIES AND RESPONSIBILITIES:Oversees client planning, implementation, and service details.Conducts investment reviews.Responds to service issues.Maintains client and practice management data.Independently serves and grows existing investment clients.Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:This job has no supervisory responsibilities.
QUALIFICATIONS:Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience. xzbcwsv Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66.Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.