Financial Advisor

• Job Description

Are you a financial expert looking to shift gears from prospecting new clients to establishing in-depth relationships and crafting intricate financial plans? Your search ends here!

Our client is recognized as one of the top 10 Best Places to Work in 2024, offering a unique opportunity to build long-term, dedicated relationships with existing clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Your Role in Catalyzing Growth
In this non-prospecting role, you’ll serve as more than just a Financial Consultant; you’ll be a trusted advisor offering personalized financial planning and guidance through face-to-face client interactions as they look to reach their retirement goals.

The Value You Bring

• No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
• Leverage your integrity, insights, and planning acumen to guide clients toward securing their financial future
• Deliver custom investment solutions and retirement plans that cater to high-net-worth clients’ immediate and future needs
• Showcase your expertise in interpersonal communication by forging long-lasting relationships
• Be a driving force for positive change for clients and the community

Expertise They Are Looking For

• A Bachelor’s degree is preferred; however, experience counts
• Active Series 7 & 63 licenses—non-negotiable
• Additional Series 65 or 66 and state registrations are a tremendous plus
• CFP certification is highly preferred
• Previous success in building relationships, uncovering needs, and recommending solutions
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• 5+ years of financial planning experience
• A proactive mindset centered around client satisfaction and problem-solving.

They Invest in You!

Our clients’ most significant advantage is their people; they believe it is important to approach life holistically. They offer a competitive total rewards package to recognize associate achievements, including a stable base salary. The base salary range for this position is $65,000 – $72,000 per year. The total compensation package also includes quarterly bonuses and other variable compensation ($150k-$170k+ first year)

**Placement in the range will vary based on job responsibilities and scope, geographic location, and relevant experience. 

Their benefit programs are designed to help you and your family strike the right balance. They include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, educational assistance, and learning resources to develop your career. They also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

If you are ready to join an investment leader who empowers professional growth, flexibility, and support, thus enabling your long-term success, Apply Now!