Financial Advisor
: Job Details :

A growing Wealth Management firm is seeking a passionate and hard working individual to join their team as a Financial Advisor. The ideal candidate will have a team-player and client first mindset and be open to learning and growing with a great team. The Series 7 and 66 certifications must be currently held or acquired after being hired.

This would be a great position for someone looking to get their foot in the door and grow within the financial advising industry, or someone with experience looking for a place to transfer their current book of business.

Responsibilities:

• Review client 401k's and generate proposals using MorningStar

• Guide clients through rollovers

• Generate insurance quotes and meet with clients to review

• Manage estate claims

• Go to probate with clients when necessary

• Support fellow employees when and where necessary

• Maintain all necessary licenses (i.e. Series 7 & 66)

Qualifications:

• Proficient with Microsoft Office

• Great communication and time management

• Ability to work in a fast-paced environment

• Must be a problem solver

• Ability and willingness to learn quickly

Compensation and Benefits:

• Compensation based on experience and licensure

• Medical stipend

• 401(k) with match

• PTO