What are the responsibilities and job description for the Financial Advisor position at Priority Financial Group?
Company Description
Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high-quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with various affiliation options and access to top trading platforms such as Charles Schwab and TD Ameritrade. With offices in Arizona, California, New Mexico, Oregon, and Texas, PFG has been serving the financial planning and institution industries for over 20 years. We provide comprehensive compliance oversight, program management, and a sales management system to help our clients achieve their goals. For more information, please visit www.pfgteam.com.
Role Description
This is a full-time on-site role for a Financial Advisor located in Mankato, MN. The Financial Advisor will be responsible for providing financial planning and advice, developing client relationships, and offering comprehensive wealth management services. Day-to-day tasks include conducting client meetings, preparing financial plans, monitoring investment portfolios, and staying current with financial market trends. The role also involves assisting clients with retirement planning, tax planning, and estate planning.
Qualifications
- Financial Planning, Wealth Management, and Investment Advisory skills
- Experience in developing client relationships and providing personalized financial advice
- Knowledge of retirement planning, tax planning, and estate planning
- Proficiency with trading platforms such as Charles Schwab and TD Ameritrade
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Series 7, 63, and 65/66 licenses are required
- Bachelor's degree in Finance, Economics, or a related field