Investment Planning Expert

Masis Professional Group is a team of experienced professionals dedicated to delivering exceptional service and ongoing financial advice to our clients. Our team is committed to creating a collaborative and supportive environment that fosters growth and development.

The Financial Advisor will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve long-term financial success. The ideal candidate will have at least 2 years of experience in financial services, a strong desire to learn and grow within the wealth management industry, and a passion for building lasting client relationships.

• Develop and implement comprehensive financial plans for clients, including investment strategies, retirement planning, estate planning, tax planning, and risk management.
• Maintain and grow a book of clients, fostering long-term relationships through excellent service and ongoing financial advice.
• Conduct regular client meetings to review portfolios, provide financial updates, and adjust strategies as necessary.
• Collaborate with senior advisors and other team members to create customized solutions for clients.
• Stay informed on industry trends, investment strategies, and regulatory changes to provide the best advice and guidance to clients.

• Bachelor's degree in Finance, Economics, Business, or a related field (required).
• 2 years of experience in financial planning or wealth management (required).
• Series 65 license (or ability to obtain upon hire) (preferred).
• Certified Financial Planner (CFP) designation (preferred).