Financial AdvisorThe Financial Advisor is responsible for helping clients achieve their financial goals through personalized planning, investment guidance, and exceptional client service. This role partners closely with clients and internal teams to develop tailored financial strategies, manage ongoing relationships, and deliver a high-touch, consultative experience. The ideal candidate is relationship-focused, proactive, and committed to building long-term client trust.Key ResponsibilitiesPrepare for and lead client meetingsGather and organize client financial information to develop customized financial plansCreate insurance illustrations and financial planning scenariosCommunicate investment recommendations in collaboration with advisory teamsTrack financial planning milestones and follow up on action itemsDeliver proactive client service and ongoing relationship managementManage client onboarding and support ongoing service needsMaintain accurate records within CRM and financial planning systemsRespond to client inquiries and provide trusted financial guidanceDevelop client relationships and referral opportunities through consistent engagementRequirementsMinimum 2 years of experience in financial planning or a related fieldSeries 7 and Series 66 licenses requiredCFP designation preferredBachelor's degree or equivalent work experienceFamiliarity with the financial services and insurance industriesExperience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)Strong interpersonal, communication, and relationship-building skillsHigh attention to detail and organizational abilitiesProficiency in Microsoft Office and OutlookProfessional, adaptable, and client-focused approachCommitment to maintaining confidentiality and regulatory compliance