Financial Advisor- Retirement Planning

About the Role We are seeking a highly motivated and client focused financial advisor to join our team. We specialize in helping retirees and near retirees protect grow and manage their wealth through personalized financial planning. The ideal candidate will have a strong understanding of financial planning, investment strategies, and risk management and will be passionate about building lasting client relationships. You’ll play a key role in helping clients transition into retirement with clarity and confidence offering personalized strategies for income planning, tax efficiency, estate preparation, and asset protection.Responsibilities•Create customized retirement and investment plans for clients nearing or in retirement•Provide guidance on income strategies, Social Security, tax planning, RMD’s, and estate planning•Meet with clients regularly to review goals and adjust financial strategies•Develop new business through referrals, events and firm supported marketing•Maintain strong client relationships built on trust, education and consistent service•Collaborate with internal and external professionals to deliver comprehensive planning Qualifications 5+ years of experience as a financial advisor or planner •FINRA Series 7 and 66 (or Series 63/65) licenses requiredKnowledge of Investments and asset managementStrong expertise in Financial Advisory and finance-related servicesExcellent interpersonal, communication, and client relationship management skillsCertified Financial Planner (CFP) designation prefered but not requiredProven ability to analyze financial data and create customized strategiesMust be comfortable working in a 1099 commission only role