Role: Financial Advisor responsible for developing client relationships, providing advice, and supporting financial and estate planning needs.
Responsibilities:
- Drive market growth, revenue, and profitability goals.
- Communicate the firm’s value proposition and advice-based services.
- Develop client relationships through internal and external referral sources.
- Coordinate with teams in Financial Planning, Brokerage, Trust, Insurance, and Family Office.
- Conduct client meetings, annual reviews, and evaluate financial objectives.
- Stay informed on market trends and investment solutions.
- Engage community networks for business development.
Qualifications:
- 4+ years of experience in Financial Services.
- Bachelor’s Degree from an accredited institution.
- Licenses: Series 7, and either 66 or 63/65; Life & Health certifications; additional certifications encouraged.
- Strong consultative sales, business development, and communication skills.