Join our team at Jones & Roth, where we are dedicated to providing exceptional financial services. We pride ourselves on being a great place to work, fostering a collaborative and supportive environment. Our CPA partners will refer clients to you, offering a unique opportunity to develop and implement comprehensive tax and investment strategies tailored to each client's personal goals.
Are you passionate about helping clients achieve their financial dreams? As a Financial Advisor, you will:
- Collaborate and Strategize: Work closely with Jones & Roth CPAs to understand clients' financial goals, risk tolerance, and current financial situation.
- Holistic Financial Planning: Develop and implement customized financial plans, including retirement planning, estate planning, tax strategies, and investment management.
- Expert Investment Advice: Provide strategic advice on investment products, including stocks, bonds, mutual funds, and insurance products.
- Ensure Compliance: Ensure all financial advice and transactions comply with industry regulations and company policies.
- Dynamic Portfolio Management: Monitor and adjust client portfolios to align with their financial goals and market conditions.
- Client Education: Educate clients on financial products, market trends, and investment strategies.
- Relationship Building: Build and maintain long-term relationships with clients, providing ongoing support and advice.
Why Join Us?
- Great Place to Work: We are committed to creating a positive and inclusive workplace where your contributions are valued and recognized.
- Professional Growth: We offer continuous learning opportunities and career advancement to help you achieve your professional goals.
- Impactful Work: Your role will directly contribute to our mission of providing top-notch financial services, making a real difference in our clients' lives.
Qualifications:
- Bachelor's degree
- 10+ years of experience in financial planning or advisory roles
- Certified Financial Planner designation or willingness to achieve within 12 months
- Active Series 7, 66, and relevant insurance licenses
Apply Now: If you are ready to take on this exciting opportunity and be part of a great team, we want to hear from you. Apply today and let's build something amazing together.