A family-owned financial services and insurance agency is seeking a Financial Advisor to work with clients on their financial needs and long-term goals. This position involves developing client relationships, discussing financial products and services, and helping clients understand available options for retirement and financial planning. Responsibilities Meet with clients to discuss financial needs and goals Build and maintain ongoing client relationships Educate clients on available financial products and services Discuss retirement planning options, including IRAs and 401(k)s Assist clients in understanding financial strategies and available options Follow up with current and prospective clients Maintain accurate client information and documentation Stay knowledgeable regarding applicable financial products and services Work collaboratively with other members of the agency Qualifications Applicable financial licensing preferred Series 6 license is a plus Knowledge of IRAs, 401(k)s, and retirement planning products Insurance licensing is a plus Strong communication and interpersonal skills Comfortable developing and maintaining client relationships Professional demeanor Outgoing and team-oriented Valid Drivers license Must be able to pass all pre-employment screenings Pay & Benefits $60,000-$80,000 per year Opportunity to work within a small, family-owned agency Opportunity for a hybrid work schedule after 6 months

Pay:

$60,000.00 - $80,000.00 per year

Benefits:

401(k)

Work Location:

In person