We are seeking a highly motivated and results-oriented Financial Advisor to join our team. The Financial Advisor will work with clients to understand their financial goals and provide personalized investment advice and financial planning services. The successful candidate will hold a Series 6 license and SIE exam certification.
- Develop and maintain relationships with clients, providing personalized investment advice and financial planning services
- Assess client needs, risk tolerance, and investment objectives to develop customized investment strategies
- Stay current on market trends, economic indicators, and investment products to make informed investment recommendations
- Execute trades on behalf of clients, monitor portfolios, and provide regular performance updates
- Maintain accurate client records and ensure compliance with regulatory requirements
- Participate in marketing and business development initiatives to expand the client base and grow the business
- Collaborate with other team members to provide a high level of service to clients
- Bachelor’s degree in finance, economics, or a related field
- Series 6 license and SIE exam certification required
- At least 3 years of experience as a Financial Advisor, with a proven track record of success in building and managing client relationships
- Strong knowledge of investment products, market trends, and economic indicators
If you are interested in this opportunity, please submit your resume and a cover letter outlining your qualifications and experience as a Financial Advisor. We offer a competitive salary and benefits package, and opportunities for professional growth and development.
All qualified applicants will receive consideration for employment without discrimination.