Overview
Role Overview:
We seek experienced Financial Advisors to develop client relationships, provide tailored financial advice, and support clients' financial goals and estate planning needs. You will collaborate with internal teams and external referral sources, conduct client meetings and annual reviews, and stay informed about market trends. Success involves driving growth, achieving revenue targets, and fostering business development through community engagement.
Responsibilities:
- Develop and strengthen client relationships via internal and external referral networks.
- Conduct client meetings, reviews, and adapt strategies based on financial objectives.
- Coordinate with teams such as Financial Planning, Brokerage, Trust, Insurance, and Family Office to deliver comprehensive service.
- Promote the firm’s value proposition and advice-based services to stakeholders.
- Engage in community activities to support business growth.
Qualifications & Skills:
- Minimum 4+ years in the Financial Services industry.
- Bachelor’s Degree from an accredited institution.
- Licenses: Series 7, and either 66 or 63/65; Life & Health insurance certification.
- Strong consultative sales and business development skills.
- Excellent communication (written and oral) skills.
- Financial certifications are encouraged.