A well-established financial and consulting firm is seeking an experienced Financial Advisor to join their growing team. This role is on a very high producing, fast paced team who seeks someone with an internal drive to complete daily commitments and service clients at a word class level. They also like to have fun while doing it! This is an additional role being created due to growth and will assist with current clients while expanding their book over time. The ideal candidate will be an experienced Financial Advisor or Paraplanner that is ready to grow into a client-facing, sales oriented role.
Qualifications:
- 3-5 years of financial planning experience (tax and estate exposure a large plus)
- Current licenses to include Series 7 & 66 preferred
- Life, Accident and Health producers license preferred
- Excellent verbal and written communication with an eye for detail orientation
- CFP designation is preferred but not mandatory.
Compensation & Benefits:
- Excellent compensation
- Employee sponsored benefits
- Abundant growth opportunity