Investment Advisor

• Job Description

You entered the financial services industry to make a difference in your clients’ lives. Now, join a national, privately-owned, industry-leading firm that values communication for connection over transaction. 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.

Why Join Them? 

• Growth Opportunities: Thrive in a supportive environment that offers continuous professional development.
• Career Progression: Build a career with clear advancement paths and mentorship from experienced advisors.
• Unique Advantages: Enjoy the stability of a national leader combined with the personalized culture of a privately-owned firm.

Your Role and Impact: 

Working in their local branch office, you’ll develop customized financial plans that make a real difference. Using your sound judgment and their planning tools, you’ll engage directly with existing clients and warm leads, providing investment solutions and nurturing relationships.

Key Responsibilities

• Conduct financial planning discussions to present solutions that best meet client needs.
• Grow relationships through proactive outreach, understanding clients’ goals, and referring them to wealth management partners as needed.
• Use technology to efficiently prepare for and conduct one-on-one appointments, ensuring effective follow-up.

What They Need from You

• Active Series 7 & 66 (63 & 65) licenses are required
•  A Bachelor’s degree and professional certifications like CFP are a plus.
• 2+ years managing client relationships
• Prior financial planning experience is paramount
• Strong understanding of various investment solutions
• Exemplary interpersonal skills, initiative, and the ability to exceed expectations.
• Outstanding communication and consultative skills, thriving in a fast-paced environment.

Their Commitment to You

Our client’s greatest advantage is its people; they believe it is important to approach life holistically. They offer a competitive total rewards package to recognize your achievements, including a stable base salary range of $65,000 – $68,000 per year for this position. **(placement in the range will vary based on job responsibilities, geographic location, and your relevant experience)**

The base salary is only part of the total compensation package. The offer package also includes quarterly bonuses and/or other variable compensation ($110k-$115k first-year earnings), depending on the position and eligibility requirements.

They also offer many benefits to meet your evolving needs and help you live your best life at work and home. These benefits 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, and educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career.

If you are ready to leverage your skills and make a significant impact while enjoying unparalleled growth and support. Apply Now!