Financial Advisor

We are seeking multiple, knowledgeable candidates for the position of Experienced Financial Advisor to our dynamic team.

Remote/Hybrid

DOE

Remote

Job Description

As a Financial Advisor, you will assess our clients’ financial situations, understand their goals, and develop personalized financial strategies to help them achieve financial success. You will provide comprehensive advice on investments, insurance, tax strategies, retirement planning, and estate planning, ensuring that our clients make informed decisions about their financial futures. The ideal candidate will have a strong understanding of financial markets, excellent interpersonal skills, and a commitment to providing exceptional client service.

Joining our team as a Financial Advisor offers a rewarding opportunity to make a significant impact on our clients’ financial well-being while advancing your career in a supportive and collaborative environment. If you are passionate about helping individuals and families achieve their financial goals, we encourage you to apply. We are potentially looking for an Equity Partner(s) given the right fit for the organization.

To apply, please submit your resume, cover letter and previous years GDC info. We look forward to reviewing your application and discussing how you can contribute to our team’s success as a Financial Advisor.

Responsibilities

Conduct in-depth reviews of clients’ financial circumstances, current provision, and future aims.
Develop customized financial plans to guide clients in meeting their financial objectives.
Provide guidance on investment strategies, asset allocation, and risk management.
Assist clients with retirement planning, including reviewing pension options and recommending suitable retirement income solutions.
Advise clients on tax-efficient strategies for investments, estate planning, and wealth preservation.
Evaluate clients’ insurance coverage and recommend appropriate products to manage risk.
Monitor clients’ financial plans regularly to ensure they remain aligned with their goals and adjust as necessary.
Stay informed about changes in the financial industry, tax laws, and economic trends that may affect clients.
Build and maintain strong relationships with clients through regular communication and excellent service delivery.
Collaborate with other professionals, such as accountants and attorneys, to coordinate services and provide holistic financial advice.

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or related field (preferred not required).
Series 7 & 66 (63 and 65 in lieu of 66) required.
MUST HAVE EXISTING BOOK OF BUSINESS (30M AUM minimum). You will not be considered unless having a portable book of Investment business.
Proven experience as a Financial Advisor or similar role, with a successful track record of developing and implementing financial plans.
In-depth knowledge of investment strategies, financial products, and financial planning principles.
Strong analytical skills with the ability to assess clients’ financial situations accurately.
Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in financial planning software and Microsoft Office Suite.