Develop new business through networking, referrals, and client acquisition strategies
Conduct comprehensive financial planning and retirement income analysis
Provide investment advisory services including mutual funds and asset allocation strategies
Implement insurance planning solutions including life and disability insurance
Deliver portfolio management and ongoing performance reviews
Maintain compliance with FINRA, state insurance, and regulatory requirements
Document financial plans and client communications within CRM systems
Provide ongoing relationship management and client retention support

Active Series 6 or Series 7 license
Active Series 63 or Series 66 license
Active Life and Health Insurance license
Experience in financial advisory, wealth management, insurance sales, or investment services
Strong business development and client relationship management skills
Bachelor’s degree in Finance, Business, Economics, or related field
Certified Financial Planner (CFP), ChFC, or similar designation (preferred)
Existing book of business (preferred)
Experience with financial planning software and CRM systems (preferred)
Background in retirement income planning or estate planning coordination (preferred)

Financial Advisor – Wealth Management Advisor

Key skills