Financial Advisor

Position Overview

Wealth Navigation Advisors is seeking a motivated and client-focused Financial Advisor to join our dynamic team. The successful candidate will serve as a trusted advisor to clients, delivering comprehensive financial planning and investment management services. In this role, you will collaborate with our advisors, contribute to firm-wide strategies, and play an active part in servicing and growing client relationships. This position offers a clear path for professional growth and advancement within a collaborative advisory team.

Key Responsibilities

• Develop and present personalized financial plans and investment strategies tailored to each client’s unique goals and needs.
• Conduct comprehensive financial analysis and prepare reports evaluating income, expenses, investments, and liabilities.
• Lead and contribute to client meetings by gathering relevant information, presenting recommendations, and advising on next steps.
• Evaluate investment opportunities and analyze market trends, to recommend suitable financial products.
• Maintain accurate and confidential client records in accordance with firm policies and regulatory standards.
• Design and implement actionable strategies that help clients toward achieving their financial goals.
• Serve as a trusted advisor, providing ongoing support and building long-term relationships.
• Collaborate with senior advisors on marketing strategies and client engagement efforts to drive business growth.
• Stay current on industry regulations, emerging trends, and evolving best practices to deliver an unparalleled client experience.

Qualifications

• Bachelor’s degree in finance, Economics, Business Administration, or a related field.
• Must hold an active Series 7 and Series 66
• CFP and CA insurance licenses are preferred, or a strong willingness to obtain them.
• 5-10 years of professional experience in financial planning, investment management, or a related field.
• Proven analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial planning software and Microsoft Office Suite.
• High level of integrity, professionalism, and attention to detail.
• Ability to work independently while thriving in a team environment.

What We Offer

• Competitive base salary starting at $120k , commensurate experience and qualifications. Additional earning potential through commission and bonuses.
• Comprehensive benefits package including Safe Harbor 401(k), Profit Sharing, Defined Benefit Pension, and more.
• A robust suite of tools, turnkey solutions, and client acquisition programs designed to accelerate your growth and success.
• Dedicated administrative support to keep your focus on client relationships
• Pathway to partnership with the potential for equity in the firm
• Ongoing professional development and opportunities for career advancement.
• Collaborative and supportive work environment.