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Financial Advisor
1 month ago
The ideal candidate will have a passion for providing personalized investment advice and solutions to help clients achieve their life ambitions, have high ethical standards and dedication to making a difference in the lives of others. This opportunity is ideal for someone seeking to assist with supporting our current clients and desire earn equity and partnership toward future succession of the practice. Guaranteed income to start with unlimited potential. Full benefits and retirement plan.
Responsibilities
- Work with our current Financial Advisors to learn our processes and be part of our team
- Work with assigned clients as their primary contact for advice and service
- Prepare financial plans and check their accuracy
- Be committed to continuing education and professional growth
Qualifications
- Bachelor's degree in Finance or related field preferred (not required)
- Finra series 7 and 65/66
- Strong work ethic and client centric focus
- Excellent interpersonal skills
- Believe in working as a team for the advancement of all
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