Financial Advisor

We are looking to add an experienced Financial Advisor(s) to our team.  We are a firm that is relationship-focused, providing comprehensive wealth management and retirement income planning for a diverse client base.  As an advisor on our team, you will use your knowledge and skills obtained through experience, education, and training to help ensure clients achieve their financial plans.

This position is a perfect opportunity for a Financial Advisor who wishes to be part of a Team, not in a large corporate organization, who wishes to consistently have a positive effect on people’s financial lives. Our full service financial planning supports clients from wealth accumulation through retirement and wealth preservation. 

The candidate for this position will need to possess the following:

Knowledge, Skills, and/or Abilities:

• Demonstrate proficiency in financial planning principals

• Possess a genuine interest in serving and caring for clients while being able to start and hold conversations to determine their financial objectives, risk tolerance, income, expenses, insurance coverage, tax status and/or other information needed to develop a financial plan.

• Demonstrate a willingness to go above and beyond for exceptional customer service

• Comfortable being a key component in a small team of professionals

• Detail oriented with a commitment to accuracy

• Demonstrate an understanding of financial markets and can effectively simplify complex financial concepts while building relationships with clients

• Strong time management and organizational skills

• Comfortable with multitasking and changing priorities.

• Willingness to help improve and develop processes for the back office to better support advisor activities

• Proficiency with Windows and Microsoft Office

Education and/or Requirements:

• Polished, friendly, professional demeanor

• Series 65, Series 7 & Series 66, or CFP or CFA certificate, required

• Ability to successfully pass a background and credit check

• Experience in an independent financial services firm preferred

• Bachelor’s degree, preferably in finance, accounting, or related field

• CPA or EA with personal income tax experience a very strong plus