State Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor to provide comprehensive financial planning and manage client relationships.

Key Responsibilities

• Manage an existing book of business and meet with prospective clients to provide financial advice
• Develop fluency in managed account programs and assist clients with investment rebalancing
• Maintain a sales rhythm, focusing on conversion rates and nurturing leads through the sales pipeline

Required Qualifications

• Bachelor's Degree in Accounting, Finance, or related discipline
• Minimum of 5 years of financial advising and planning experience
• CFP, CFA, CRPC, or comparable certification required
• Series 65 license is mandatory
• Must reside in specific states where the firm is registered