Overview Join our dynamic team as a Financial Advisor , where you will play a pivotal role in guiding clients through complex financial landscapes to achieve their wealth management goals. This position offers an exciting opportunity to leverage your expertise in financial planning, investment strategies, and regulatory compliance to deliver tailored solutions that make a meaningful difference in clients' lives. As a key advisor, you will foster strong relationships, provide comprehensive financial advice, and ensure adherence to industry standards, all while thriving in a fast-paced, client-focused environment. Responsibilities Develop personalized financial plans for clients by analyzing their financial situation, goals, and risk tolerance. Provide expert guidance on estate planning, wills, trusts, and estate law to help clients preserve and transfer wealth effectively. Advise clients on investment management strategies, including securities law compliance and portfolio diversification. Stay current with industry regulations and financial markets to ensure all advice aligns with legal standards and best practices. Manage client relationships through regular communication, reviews, and updates to adapt strategies as needed. Conduct financial analysis using advanced software tools to evaluate investment opportunities and monitor portfolio performance. Assist clients with banking services, cash management solutions, and financial products tailored to their needs. Qualifications Proven experience practicing in the securities industry with a strong understanding of financial concepts and regulations. Expertise in estate planning, wills, trusts & estate law, and wealth management principles. Knowledge of financial markets, investment advisory services, and asset management strategies. Familiarity with FINRA regulations and experience maintaining compliance within the financial services sector. Strong analytical skills with proficiency in financial software and research tools. Excellent client relationship management skills with the ability to communicate complex concepts clearly. Relevant certifications such as Series 7 or Series 66 are highly desirable; a background in banking services or public accounting is a plus. Embark on a rewarding career where your expertise helps clients secure their financial futures while advancing your professional growth within an innovative organization committed to excellence in financial advisory services.

Pay:

$85,000.00 - $100,000.00 per year

Benefits:

Dental insurance Flexible schedule Health insurance Life insurance Retirement plan Vision insurance

Work Location:

In person