Financial Advisor (51802)
Job Description
A rapidly growing financial services company is looking for dedicated, client-focused individuals to join their team as Financial Advisors. The firm is committed to empowering individuals and families to take control of their financial future by providing personalized, goal-based advice, modern planning tools, and access to a wide range of financial solutions that align with clients' values and long-term goals
As a Financial Advisor, you will play a vital role in building lasting relationships and guiding clients through all stages of their financial journey
Role Overview
As a Financial Advisor, you'll be responsible for delivering comprehensive financial guidance to clients across diverse backgrounds. You'll assess their financial situations, develop personalized plans, and support their progress toward financial well-being. This role combines strategic thinking, communication skills, and a genuine passion for helping people
Key Responsibilities
- Build and manage a portfolio of clients through trust-based relationships
- Conduct detailed financial assessments, including budgeting, retirement planning, investments, insurance, tax planning, and estate considerations
- Create and deliver tailored financial plans based on client goals, risk tolerance, and life circumstances
- Educate clients about financial products, tools, and services in a transparent and compliant manner
- Monitor client portfolios and provide ongoing advice in response to market changes or life events
- Collaborate with internal teams (e.g., investment, tax, legal) to provide holistic client solutions
- Maintain accurate records and ensure regulatory compliance with financial advisory standards
- Stay up to date on financial markets, products, industry trends, and compliance requirements
Qualifications
Required:
- Minimum 1 year of experience as a Financial Advisor, Wealth Manager, or similar role
- Relevant certifications (e.g., CFP®, CFA®, ChFC®, or Series 7/66)
- Strong understanding of investment strategies, insurance, retirement planning, and tax optimization
- Excellent communication and interpersonal skills
- Client-first mindset and high ethical standards
Preferred:
- Ability to work in a fast-paced, collaborative environment
- Passion for financial literacy and inclusion
What We Offer
- Competitive base salary plus performance-based incentives
- Professional development support
- Opportunity to shape the future of financial planning at a purpose-driven company
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