Financial Advisor/Financial Planner

We are seeking a seasoned financial advisor to join our team. The ideal candidate will have a minimum book of business of $40MM and deliver personalized investment solutions to help clients achieve their long-term financial goals.

Key Responsibilities:

• Provide comprehensive financial planning support to clients.
• Collaborate with investment professionals to cultivate client relationships and drive business growth.
• Prepare accurate and detailed financial plans, ensuring complete accuracy of information.

Requirements:

• Bachelor's degree in Finance or a related field.
• At least 5 years of industry experience.
• Strong understanding of the investment business and its complexities.
• Excellent interpersonal and communication skills.

What We Offer:

A customized compensation structure that rewards performance and a succession plan for your book of business. If you are a motivated and experienced financial advisor looking to take your career to the next level, we encourage you to explore this opportunity further.