Financial Advisor/Tax Preparer (Finance)
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
- 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.
