Financial Advisor

As a Financial Advisor, you will develop client relationships and partnerships, offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. You will enjoy the support of the firm and a well-planned onboarding and learning process.

Requirements

• 4+ years experience in the Financial Services industry
• Bachelor's Degree required from accredited college or university
• Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged
• Excellent consultative sales skills, with demonstrated business development track record
• Strong written and oral communication skills

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match