What are the responsibilities and job description for the Financial Advisor / Tax Preparer position at Jackson Hewitt - 3572?
Job Description
Job Description
Benefits :
- Integrated Technology
- Own office
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
About the Role :
We are seeking a motivated and experienced Financial Advisor to join our team As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide expert advice on investment opportunities, retirement planning, and wealth management.
Responsibilities :
Provide personalized financial planning and investment advice to clients
Bachelor's degree in Finance, Business, or related field
We are an established and growing financial services firm offering tax
preparation services, wealth management, comprehensive financial planning, and advisory
services. Our team is focused on providing personalized, high-quality
service to individuals and businesses. We want to expand our
financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current
base of 600 tax clients, this is an excellent opportunity to build
relationships and transition clients into financial advisory services.
As an independent firm affiliated with LPL Financial, a highly
respected and fully independent broker / dealer, we offer flexibility
with no proprietary products. Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.