Financial Advisor

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Job details:

This Jobot Job is hosted by: Adrionna Roy

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Salary: $130,000 - $140,000 per year

A bit about us: We are a fast-growing organization focused on delivering innovative solutions that help businesses operate more efficiently and effectively. Our team is built on collaboration, integrity, and a commitment to providing exceptional service and long-term value to our clients. With a strong national presence and a people-first culture, we offer employees the opportunity to make a meaningful impact while continuing to grow their careers in a supportive and forward-thinking environment.

Why join us? Why Join Us

Competitive compensation and comprehensive benefits package

Opportunity to work with a collaborative and high-performing team

Career growth and advancement opportunities within a growing organization

Flexible work environment that supports work-life balance

Exposure to innovative projects and industry-leading solutions

Leadership team that values transparency, communication, and employee success

Culture centered around teamwork, accountability, and professional development

Job Details Key Responsibilities

Support and manage client relationships in partnership with senior advisors

Cultivate new business through networking, prospecting, and referral networks

Conduct client meetings and develop personalized financial strategies

Stay current with market trends and proactively recommend solutions

Deliver holistic guidance in areas including investments, retirement, estate, tax, and insurance planning

Qualifications

Minimum 5 years of experience in wealth management or financial planning

Proven ability to develop business and expand client networks

Strong interpersonal and communication skills

Bachelor’s degree from an accredited institution

Series 7 and 63 (or 65 and 66) required

Clean U-4 record

Life/Health/Variable Annuity licenses preferred

CFP® designation strongly preferred or willingness to obtain within a designated timeframe

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Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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