Financial Advisor - Hybrid

The Financial Advisor (CFP) will be responsible for providing holistic financial planning, wealth management, and investment advisory services to clients. The ideal candidate is a trusted advisor who excels at building long-term client relationships, developing tailored financial plans, and offering strategic investment solutions to help clients maximize their wealth.

· Compensation is competitive and commensurate with experience.

· Generous 401(k) match.

· Full medical and dental benefits.

· Employee Stock Ownership Program.

Job Details:

We are on the hunt for a dynamic and experienced Permanent Financial Advisor with a hybrid skillset in Accounting and Finance to join our team. This is an exceptional opportunity to make a significant impact on our clients' financial futures while fostering personal and professional growth within a thriving organization. As a Permanent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them make informed decisions about their financial future. You will be a part of a fast-paced, dynamic team that is dedicated to providing top-notch financial services. This position requires a minimum of 5 years of experience with a focus on Certified Financial Planner (CFP) skills.

Responsibilities:

• Provide strategic financial advice and guidance to clients based on their financial goals and risk tolerance.
• Conduct comprehensive financial planning including retirement, investment, estate, tax, insurance, and risk management.
• Develop and maintain client relationships through proactive client outreach and follow up.
• Analyze financial data to provide recommendations for meeting clients' financial goals.
• Prepare and present financial reports and investment strategies to clients.
• Monitor and adjust financial plans as necessary in response to changes in clients' circumstances or market conditions.
• Collaborate with other team members to provide comprehensive service to clients.
• Adhere to all industry regulations and uphold the highest ethical standards.

Qualifications:

• Certified Financial Planner (CFP) designation is required.
• Bachelor's degree in Finance, Accounting, or related field.
• Minimum of 5 years of experience in financial planning and advisory services.
• Proven track record of developing effective financial strategies for clients.
• Strong analytical skills with the ability to interpret complex financial information.
• Excellent communication and presentation skills.
• Proficient in financial planning software.
• Ability to build and maintain strong relationships with clients.
• High level of integrity and professional ethics.
• Ability to work in a fast-paced, team-oriented environment.
• Strong understanding of financial markets and investment strategies.

If you are a driven and experienced financial professional with a passion for helping clients achieve their financial goals, we would love to hear from you. Join our team and make a difference in the lives of our clients while growing your career in a supportive and rewarding environment.