Home

Careers

Financial Advisor

Position Summary:

The Financial Advisor delivers investment advice and financial planning solutions designed to achieve client financial goals. The advisor builds trust & deepens relationships with the firm’s existing clients and develops new business through referrals and networking opportunities. Experience as a financial advisor, financial planner, investment consultant, investment analyst, or wealth manager is preferred.

Qualifications

  • Track record of financial industry success
  • Minimum 7 years’ experience
  • CFP, or in the process of obtaining
  • Strong communication skills
  • Self-driven and highly motivated personality
  • Ability to listen, understand and give advice
  • Willingness to travel at times

Responsibilities:

  • Counsel existing firm clients on all aspects of personal finance
  • Provide insight & deliver investment solutions to clients & prospects
  • Retain long-term clients
  • Help develop comprehensive financial plans
  • Develop leads and referrals through existing book of business
  • Seek additional assets from existing clients.
  • Provide excellent customer service

Please e-mail all resumes to This email address is being protected from spambots. You need JavaScript enabled to view it..