What are the responsibilities and job description for the Financial Advisor position at Confidential - Wealth Management?
Excellent Financial Advisor opportunity with Partner Track Potential
This is the opportunity you’re seeking if you have solid financial planning skills, love building client relationships, and want to join a successful, established team. You’ll be rewarded with an attractive starting salary, excellent income growth opportunities based upon your contribution, and partner track for the right individual.
Qualifications – Financial Advisor
2 years’ experience in wealth management, preferably as a Financial Advisor.
Fully licensed (Series 7 / 66) with preference for CFP or in progress.
Strong understanding of financial principles with excellent research and comprehensive financial planning recommendations.
Skilled at building client relationships and team culture with a team player mindset.
Very organized, tech-savvy with financial planning and tax planning software experience.
Mandatory FINRA background check and verification process.
Key Functions – Financial Advisor
Participate in client review meetings with Lead Advisor and generate detailed notes and follow-up items.
Develop a deep understanding of clients’ specific financial goals and provide holistic financial plans and recommendations to reach goals while addressing potential risks.
Build strong client relationships and become a trusted advisor by continually serving and addressing client questions / requests as well as counseling and educating clients to help them realize their goals and dreams.
Rewards – Financial Advisor
Strong Pay / Partner Track – Strong starting salary with excellent income growth and partnership track opportunity.
Excellent Benefits – Attractive benefits package including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation, Holidays, and more!
Top-Rated Culture Join and grow in an award-winning culture (#1 in 2021 & 2022 for mid-size employers / Top Workplace in USA Today) where you'll look forward to Monday!
Abundance Mentality – Join a team and company that has a passion for serving others, truly puts the client’s interests first, with advisors that outperform the industry by a wide margin.
Principled Leadership – “Hungry. Humble. Smart.” is exemplified throughout the organization.
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