Financial Advisor
20 hours ago
We are seeking a seasoned Financial Advisor to join our team at SWMG, LLC. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.
Job Summary
- Meet with clients to discuss their financial goals and develop personalized investment plans
- Conduct research and analysis to identify investment opportunities and provide recommendations to clients
- Manage client relationships and provide ongoing support and guidance
- Collaborate with other team members to develop and implement financial planning strategies
Requirements
- Minimum of 10+ years of experience in financial planning and investment services
- CFP certification or equivalent
- Series 65 license or equivalent
- Life and Health Insurance license
- Bachelor's degree or higher
Skills and Qualifications
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of financial planning software and tools
What We Offer
- Competitive salary and bonus structure
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
About Us
SWMG, LLC is a leading provider of financial services and investment planning solutions. We are committed to delivering exceptional results and building long-term relationships with our clients.
How to Apply
If you are a motivated and experienced financial advisor looking for a new challenge, please submit your resume and cover letter for consideration.
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