Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
Build and maintain strong client relationships, fostering trust and long-term partnerships.
Acquire and manage a book of business, expanding the firm's client base.
Conduct thorough financial analyses and market research to identify investment opportunities.
Ensure compliance with all regulatory requirements and ethical standards.
Participate in business development activities, including networking and client acquisition.
Stay up-to-date on industry trends, regulations, and product offerings.

Experience as a Financial Advisor.
Active Series 65 or 66 license required.
Active Health and Life Insurance licenses required.
Established book of business required.
Strong understanding of financial planning principles, investment strategies, and insurance products.
Excellent communication, interpersonal, and presentation skills.
Proven ability to build and maintain client relationships.
Self-motivated, results-oriented, and able to work independently.
Bachelor's degree in finance, economics, or a related field preferred.
Proficient with financial planning software and CRM systems.

Financial Advisor

Key skills