State Licensed Financial Advisor

Job Summary

To support a growing financial services practice, the full-time State Licensed Financial Advisor will build relationships with clients, develop personalized financial strategies, and oversee branch operations while working in a supportive team environment.

Key Responsibilities

• Build relationships to create new clients through various sourcing strategies, including networking and referrals
• Understand clients' needs to develop personalized financial strategies that help achieve their long-term goals
• Oversee branch processes to ensure a high-quality client experience in line with firm policies and regulatory requirements

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
• Willingness to obtain necessary licensing, including SIE, Series 7, and Series 66