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Are you someone who has an interest and ability in Financial Services? Are you looking for a career with great potential and greater purpose? … Perhaps you have worked as financial advisor in the past but things didn’t work out with that solely profit-motivated business with impersonal training?
You must love people, have high moral standards, be willing to work hard and learn lots. You will need to either currently have a CFP designation or be willing to sit for exams within three years. Financial markets should seriously interest you. Doing the right thing must be your guiding light in all your life. This is an incredibly interesting and lucrative career opportunity for the right person. Earning potential is unlimited with a possibility of future partnership in the firm.
I offer full-time employment only. Benefits designed to your needs. Salary is commensurate with experience. Begins with three-month probation period.
Company Description
I am a full-service, high-touch Financial Planning Firm. As a sole-practitioner, I offer investment services, retirement income planning, tax-planning, estate planning, insurance services. My mission is to help clients align their money with their purpose and meaning in life. I have a not-so-Wall Street business model—I care about your personal development and success. I will personally mentor you rather than hand you performance requirements and production quotas.
Role Description
This is a full-time on-site role for a Personal Financial Advisor. As a Personal Financial Advisor, you will be responsible for maintaining client relationships, conducting financial analyses, creating financial plans, and executing investment strategies. You will also work to actively grow the firm’s client base through networking and other business development efforts.
Qualifications
Retirement; Financial Planning, Tax planning, Financial Services, Investment Strategies
Full Time
$54k-69k (estimate)
05/25/2024
07/23/2024
The job skills required for Financial Advisor include Client Relationship, Financial Services, Problem Solving, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.