State Licensed Financial Advisor

Job Summary

To support a growing practice, the full-time State Licensed Financial Advisor will build client relationships through various sourcing strategies, develop personalized financial strategies, and oversee branch processes to ensure a high-quality client experience.

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Understand clients' needs to create personalized financial strategies that help them achieve their goals
• Oversee branch processes to ensure compliance with firm policies and deliver a streamlined client experience

Required Qualifications

• A bachelor's degree is strongly preferred or equivalent work-related experience in the securities/financial services industry
• Experience in financial services and/or sales
• Financial services registration, licensing, or certification
• Professional and/or military career progression