Financial Advisor
Requirements
- Bachelor’s degree in Finance, Accounting, or related field
- 3-5+ years of financial advisory experience
- An existing book of business that could be transferrable (near $50M in assets or more)
- Certified to work as an investment advisor representative (Series 65 or equivalent)
Preferred
- Master’s degree in Finance, Accounting, or related field
- Financial credential(s) such as CFP, CFA, CPA
- Depth of knowledge in at least one key area of financial planning
- Experience advising at a Registered Investment Advisory (RIA) firm
Responsibilities
- Identifying and pursuing potential clients to maintain a strong client base
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
- Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
- Identify struggles or questions the client may have, explain financial planning concepts, create clarity around client goals, and prepare financial plans
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Work with third-party experts such as tax or estate planners to ensure the client has a cohesive advisory team
- Maintaining compliance with all rules and regulations in the financial industry
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance, Business Development, and Strategy/Planning -
Industries
Financial Services
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Inferred from the description for this job
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Medical insurance -
Dental insurance -
Vision insurance -
401(k) -
Disability insurance
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