What are the responsibilities and job description for the Financial Advisor position at Independence Financial Advisors, LLC?
Company Description
Independence Financial Advisors provides financial planning expertise to families, businesses, and non-profit institutions throughout New Hampshire, the Maine seacoast, and northern Massachusetts. Founded in 1996, Independence Financial Advisors is a registered investment advisory firm offering financial planning and investment management services. The company also provides educational workshops and resources to empower communities in becoming informed about finance-related topics. Independence Financial Advisors, LLC is a wholly owned subisdiery of Franklin Savings Bank.
Role Description
This is a full-time on-site role for a Financial Advisor located in Southern, NH. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment management, and financial advisory services to clients. The role involves collaborating with clients to understand their financial goals, creating customized financial plans, and providing ongoing financial guidance and support.
Qualifications
- Financial Planning and Finance skills
- Retirement Planning expertise
- Investments and Financial Advisory knowledge
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Series 65 License is a requirement of the role
- Experience in the financial services industry
- Certifications such as CFP or progress toward acheiving are a plus
- Bachelor's degree in Finance, Business, Economics, or related field