Financial Advisor

Role Summary Client-focused financial advisor role with a clear path to building your own client book and potential equity ownership.Key ResponsibilitiesAdvise existing clients on financial planning and investmentsBuild and maintain strong client relationshipsSupport business growth and asset developmentCollaborate with team for seamless client serviceQualificationsExperience in financial advising or wealth managementStrong communication and organizational skillsKnowledge of financial planning and investments (Series 7 & 66 required; CFP® preferred/in progress)Ability to grow and manage client relationshipsWhat’s OfferedEstablished client base from day oneTeam-oriented environmentClear career growth and ownership opportunityCompetitive pay with incentives and equity path