Financial Advisor (Finance)

Benefits:

• Salary plus Commission
• Support Staff
• One of the Highest Payout in the Industry
• Cross Selling 600 Tax preparation clients
• Newly Renovated Office

About the Role:

We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide them with expert financial advice. Join our team and be a part of a company that is dedicated to helping individuals and families with their financial needs.

Responsibilities:

• • • Provide personalized financial planning and investment advice to clients
    • Assist clients in developing strategies for meeting their financial goals
    • Monitor and analyze market trends and economic indicators
    • Stay up-to-date on industry regulations and compliance standards
    • Build and maintain strong client relationships
  • Requirements:
    • Bachelor's degree in Finance, Business, or related field
    • Series 7 and 66 licenses required
    • Life and Health License
    • Proven experience as a Financial Advisor or similar role
    • Strong analytical and communication skills
    • Ability to work independently and as part of a team
  • About Us:
    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.
• event licenses and certifications (e.g., Series 7, CFP)