Our client, a faith-based Financial Planning/Wealth Management firm, with locations in PA, NY and FL, is looking to add a Financial Advisor, at their location in Binghamton, NY . The Financial Advisor is responsible for providing Wealth Management and Financial strategies to meet the financial planning needs of individuals and businesses.

Additional responsibilities include:

Developing holistic financial solutions by understanding client's goals and visions Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets Offer strategic advice on investments, insurance coverage, and debt management tools Perform market research to stay current with financial trends The qualified candidate will have the following: Associate's degree required (Bachelor's degree preferred) 2-8+ years financial advisor experience (estate planning, retirement, investment, business planning, education funding, etc.) FINRA Series 65 or Series 66 licensure Current certificate of qualifications, which may include FCA, CII, CISI, and FINRA Series 7 or Series 63 licensure Knowledge of the securities, insurance, and mutual fund industries required The client offers a flexible compensation structure depending on experience (base + commission, commission only, etc.), a robust benefits package and the opportunity for career growth. Position is an in the office role.

Pay:

$65,000.00 - $85,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance

Work Location:

In person