Financial Advisor

The ideal candidate will deliver personalized client-first investment solutions designed to help clients grow wealth and protect what they've earned. They should be comfortable creating financial plans and implementing strategies to help clients build a solid financial future. Responsibilities Provide comprehensive financial and planning advice to clients Work with autonomy to achieve goals Requirements Series 7 and 63/65 or 66 5+ years' of industry experience CFP designation (preferred) Benefits & Compensation Competitive payout Clear path to equity