What are the responsibilities and job description for the Financial Advisor position at Fortitude HR Solutions?
Our client, a faith-based Financial Planning/Wealth Management firm, with locations in PA, NY and FL, is looking to add a Financial Advisor, at their location in Binghamton, NY . The Financial Advisor is responsible for providing Wealth Management and Financial strategies to meet the financial planning needs of individuals and businesses. Additional responsibilities include:
- Developing holistic financial solutions by understanding client's goals and visions
- Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets
- Offer strategic advice on investments, insurance coverage, and debt management tools
- Perform market research to stay current with financial trends
The qualified candidate will have the following:
- Associate's degree required (Bachelor's degree preferred)
- 2-8 years financial advisor experience (estate planning, retirement, investment, business planning, education funding, etc.)
- FINRA Series 65 or Series 66 licensure
- Current certificate of qualifications, which may include FCA, CII, CISI, and FINRA Series 7 or Series 63 licensure
- Knowledge of the securities, insurance, and mutual fund industries required
The client offers a flexible compensation structure depending on experience (base commission, commission only, etc.), a robust benefits package and the opportunity for career growth.
Position is an in the office role.
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
Salary : $65,000 - $85,000