Financial Advisor/Financial Planner
: Job Details :

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning.

They should have a book of business preferably, and be comfortable creating comprehensive financial plans as well as developing areas that need implementation to enhance client growth.

Responsibilities

• Provide comprehensive financial planning support to clients
• Support investment professionals to cultivate and build on client relationships
• Develop new opportunities for growth

Qualifications

• Bachelor's degree or higher
• Series 7, 63
• CFP, ChFC, etc. a plus, but not needed
• 5+ years of industry experience
• Book of business
• Strong understanding of the investment and wealth management market