Financial Advisor

If you're eager to focus on nurturing relationships and crafting sophisticated financial plans rather than hunting for new clients, consider joining a leading firm in the financial services industry. Our business model provides you with access to an established client base and significant opportunities to grow your impact. At our company, we encourage professional development, work-life balance, and the resources necessary for long-term success for you and your clients.

Your Role

As a part of our Investor Center team, you'll engage directly with customers, offering tailored guidance and comprehensive planning while enhancing the firm's brand presence. With top-tier resources and an open architecture product platform, you will have everything you need to foster relationships within an existing client base.

Your Qualifications

• Demonstrated ability in relationship building, identifying needs, and proposing effective solutions.
• Possess FINRA Series 7 & 63 licenses; Series 65 or 66 licenses, or ability to obtain these upon hiring.
• Exceptional capacity to present complex financial strategies while developing rapport and trust with clients.
• A degree or relevant certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in achieving these.

Your Skills

• Ability to introduce clients to diverse investment strategies and foster positive, client-focused discussions to bring in additional assets.
• Attributes such as being coachable, collaborative, and curious are essential to your success.
• Dedicated to delivering an exemplary customer experience, passionate about helping others succeed.
• Driven to achieve results and solve problems, with a proactive approach to exceeding customer expectations.
• Extensive knowledge of investment solutions.

Our Commitment to You

We believe our most valuable assets are our people, and we take a holistic approach to professional life. Our competitive total rewards package includes a solid base salary as well as various benefits designed to help you and your family maintain a healthy balance. We provide training opportunities in-branch, regionally, nationally, and virtually to support your entire business journey, ensuring your success from day one.

What You Bring to the Table

• Your integrity, insights, and strong planning skills enable you to guide clients as they pursue their retirement goals.
• You will provide impactful investment solutions and retirement strategies tailored to meet both current and future client needs.
• Engage clients effectively through personal interactions, showcasing your interpersonal communication and relationship-building skills.
• Bring unwavering commitment to your clients while positively impacting your community.

The base salary range for this position is $60,000 - $75,000 per year, with placement depending on job responsibilities, geographic location, candidate experience, and other considerations.

Your total compensation package may also include bonuses or other forms of variable compensation, depending on your position and eligibility.

Our extensive benefits package includes comprehensive healthcare coverage, emotional well-being support, competitive retirement plans, generous paid time off, parental leave, a charitable giving matching program, and educational assistance such as student loan repayment and tuition reimbursement to help advance your career. Please note that the application window will close once the position is filled or unposted.

Most positions at our company offer a hybrid work model, requiring associates to work onsite every other week (all business days, M-F) at an office location. This does not apply to remote or fully onsite roles.

Be aware that our business operations are subject to various regulations which may impact hiring decisions based on candidates' criminal histories.