Financial Advisor

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. We have an opening for a Financial Advisor in our Mooresville, NC office. We have an additional office in High Point, NC, this position will rotate between offices. The ideal candidate will have a NC Life and Health license and a series 65, at a minimum. You must have at least 5 years of experience in this space dealing directly with clients. You must also be driven to succeed and be capable of self motivation. Our firm has several radio shows and leads are in constant supply. You should have excellent writing and interpersonal skills and the ability to manage daily activities. Development and management of client relationships is a critical skill set. Our firm provides advisory services to approximately 400 clients and is in the process of expanding. Some travel may be required. The ideal candidate will have a high degree of honesty and integrity and be capable of presenting solutions to clients in a cohesive and detailed manner. You should have a minimum of 5 years experience with client relations, client management and the provision of comprehensive financial advise. We offer a base salary and a bonus. The qualified candidate will earn $150k - $175k annually. This is an excellent opportunity for an experienced advisor. We provide active leads through our radio show as well as other media activities.

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5 years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills