Financial Advisor

Job Description

Experience: Mid Level

Salary: $130,000 - $140,000 per year

Key Responsibilities

• Support and manage client relationships in partnership with senior advisors
• Cultivate new business through networking, prospecting, and referral networks
• Conduct client meetings and develop personalized financial strategies
• Stay current with market trends and proactively recommend solutions
• Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning

Qualifications

• Minimum 5 years of experience in wealth management or financial planning
• Proven ability to develop business and expand client networks
• Strong interpersonal and communication skills
• Bachelor’s degree from an accredited institution
• Series 7 and 63 (or 65 and 66) required
• Clean U-4 record
• Life/Health/Variable Annuity licenses preferred
• CFP® designation strongly preferred or willingness to obtain within a designated timeframe

A bit about us:

We are a fast-growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long-term value to our clients. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.

Why join us?

• Competitive compensation and comprehensive benefits package
• Opportunity to work with a collaborative and high-performing team
• Career growth and advancement opportunities within a growing organization
• Flexible work environment that supports work-life balance
• Exposure to innovative projects and industry-leading solutions
• Leadership team that values transparency, communication, and employee success
• Culture centered around teamwork, accountability, and professional development

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