Financial Advisor (Finance)

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary

We are seeking a motivated and experienced Financial Advisor to join our team As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide expert advice on investment opportunities, retirement planning, and wealth management.

Responsibilities:

• • Provide personalized financial planning and investment advice to clients
  • Assist clients in developing strategies for meeting their financial goals
  • Monitor and analyze market trends and economic indicators
  • Stay up-to-date on industry regulations and compliance standards
  • Build and maintain strong client relationships
• Requirements:
  • Bachelor's degree in Finance, Business, or related field
  • Series 7 and 66 licenses required
  • Life and Health License
  • Proven experience as a Financial Advisor or similar role
  • Strong analytical and communication skills
  • Ability to work independently and as part of a team
• About Us:
  We are an established and growing financial services firm offering tax
  preparation services, wealth management, comprehensive financial planning, and advisory
  services. Our team is focused on providing personalized, high-quality
  service to individuals and businesses. We want to expand our
  financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current
  base of 600 tax clients, this is an excellent opportunity to build
  relationships and transition clients into financial advisory services.
  As an independent firm affiliated with LPL Financial, a highly
  respected and fully independent broker/dealer, we offer flexibility
  with no proprietary products. Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.