Senior Financial Advisor

Job Title: Financial Advisor

Overview:

We are seeking a knowledgeable and motivated Financial Advisor to join our team. The ideal candidate will help clients achieve their financial goals by providing personalized investment strategies, retirement planning, risk management, and wealth-building advice. This role requires a strong understanding of financial products, excellent interpersonal skills, and a passion for helping others create long-term financial security.

Responsibilities:

• Build and maintain strong, trusting relationships with clients
• Assess clients’ financial situations, goals, and risk tolerance
• Develop customized financial plans and investment strategies
• Provide advice on retirement planning, insurance, tax efficiency, and estate planning
• Monitor clients’ portfolios and adjust strategies as needed
• Stay current on market trends, economic changes, and new financial products
• Conduct regular client reviews and proactively communicate performance updates
• Meet or exceed sales and performance goals
• Ensure compliance with all financial regulations and firm policies

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or related field
• Relevant licenses and certifications (e.g., Series 7, Series 66, CFP® preferred)
• 2+ years of experience in financial planning, wealth management, or related field
• Strong analytical, organizational, and communication skills
• Ability to build rapport and establish long-term client relationships
• Self-motivated with a results-driven mindset