Financial Advisor

MPC Advisors is a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals. We are currently seeking a Lead Advisor who is familiar with the financial planning and investment management process. This position requires a goal-oriented, self-motivated, and professional person able to work with clients. The primary responsibility will be client retention and reviewing/presenting client related financial recommendations and/or implementation of financial goals with all existing clients

General Responsibilities:

• Develop Customized Financial Plans: Create tailored financial strategies that align with clients' short-term and long-term goals.
• Provide Investment Advice: Recommend appropriate investment options based on clients' objectives and risk profiles.
• Monitor and Review Portfolios: Regularly review and adjust clients' investment portfolios to ensure they remain aligned with their goals and market conditions.
• Retirement, Estate, Tax, and Education Planning: Help clients plan by assessing needs, recommending solutions, and creating financial strategies in these key areas.
• Conduct Regular Client Meetings: Schedule and hold periodic meetings to review financial plans, discuss changes in clients' situations, and provide updates.
• Educate Clients: Explain complex financial concepts in understandable terms to help clients make informed decisions.
• Ensure Regulatory Compliance: Stay updated with financial regulations and ensure all client interactions and transactions comply with legal requirements.
• Collaborate with Other Professionals: Work with tax advisors, estate planners, and other financial professionals to provide comprehensive advice.
• Respond to Client Inquiries: Address clients' questions and concerns promptly, providing accurate and helpful information

Qualifications:

• Professional and knowledgeable demeanor.
• Be enthusiastic about serving clients
• Bachelor’s degree.
• CFP, required
• Excellent knowledge of and experience in the securities industry, regulations, financial planning and investment management.
• Strong verbal and written communication skills.
• Strong persuasive and interpersonal skills.
• Ability to identify, meet and follow through with client’s needs and requirements.
• Must be a self-starter and a problem solver.
• Must interact effectively with office staff and be a goal-oriented team player.
• Strong attention to detail.
• Must demonstrate excellence in organizational and time management skills.
• Able to perform multiple tasks efficiently and accurately.
• Be able to meet deadlines and deal with the stress of market fluctuations.
• Exceptional phone and client service skills, positive and upbeat attitude at all times.

Benefits:

• Health insurance.
• Retirement plan.
• Paid holidays and vacation accrued based on flex time.
• Mentorship and learning opportunities.
• Great working environment with professional growth opportunities.