Financial Advisor

Great Benefits/HYRBID/

This Jobot Job is hosted by: Billy Mewton
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $120,000 - $150,000 per year

A bit about us:

The Financial Advisor (CFP) will be responsible for providing holistic financial planning, wealth management, and investment advisory services to clients. The ideal candidate is a trusted advisor who excels at building long-term client relationships, developing tailored financial plans, and offering strategic investment solutions to help clients maximize their wealth.

Why join us?

Compensation is competitive and commensurate with experience.

Generous 401(k) match.

Full medical and dental benefits.

Employee Stock Ownership Program.

Job Details

Job Details:

We are on the hunt for a dynamic and experienced Permanent Financial Advisor with a hybrid skillset in Accounting and Finance to join our team. This is an exceptional opportunity to make a significant impact on our clients' financial futures while fostering personal and professional growth within a thriving organization. As a Permanent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them make informed decisions about their financial future. You will be a part of a fast-paced, dynamic team that is dedicated to providing top-notch financial services. This position requires a minimum of 5 years of experience with a focus on Certified Financial Planner (CFP) skills.

Responsibilities:

• Provide strategic financial advice and guidance to clients based on their financial goals and risk tolerance.
• Conduct comprehensive financial planning including retirement, investment, estate, tax, insurance, and risk management.
• Develop and maintain client relationships through proactive client outreach and follow up.
• Analyze financial data to provide recommendations for meeting clients' financial goals.
• Prepare and present financial reports and investment strategies to clients.
• Monitor and adjust financial plans as necessary in response to changes in clients' circumstances or market conditions.
• Collaborate with other team members to provide comprehensive service to clients.
• Adhere to all industry regulations and uphold the highest ethical standards.

Qualifications:

• Certified Financial Planner (CFP) designation is required.
• Bachelor's degree in Finance, Accounting, or related field.
• Minimum of 5 years of experience in financial planning and advisory services.
• Proven track record of developing effective financial strategies for clients.
• Strong analytical skills with the ability to interpret complex financial information.
• Excellent communication and presentation skills.
• Proficient in financial planning software.
• Ability to build and maintain strong relationships with clients.
• High level of integrity and professional ethics.
• Ability to work in a fast-paced, team-oriented environment.
• Strong understanding of financial markets and investment strategies.

If you are a driven and experienced financial professional with a passion for helping clients achieve their financial goals, we would love to hear from you. Join our team and make a difference in the lives of our clients while growing your career in a supportive and rewarding environment.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.