Financial Advisor

Benefits:


* Salary plus Commission


* Support Staff


* One of the Highest Payout in the Industry


* Cross Selling 600 Tax preparation clients


* Newly Renovated Office

About the Role:

We are seeking a Financial Advisor to join our team.

As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide them with expert financial advice.

Join our team and be a part of a company that is dedicated to helping individuals and families with their financial needs.

Responsibilities:


*
+
o Provide personalized financial planning and investment advice to clients
o Assist clients in developing strategies for meeting their financial goals
o Monitor and analyze market trends and economic indicators
o Stay up-to-date on industry regulations and compliance standards
o Build and maintain strong client relationships
+ Requirements:
o Bachelor's degree in Finance, Business, or related field
o Series 7 and 66 licenses required
o Life and Health License
o Proven experience as a Financial Advisor or similar role
o Strong analytical and communication skills
o Ability to work independently and as part of a team
+ About Us:
We are an established and growing financial services firm offering tax
preparation services, wealth management, comprehensive financial planning, and advisory
services.

Our team is focused on providing personalized, high-quality
service to individuals and businesses.

We want to expand our
financial advisory services by allowing existing tax clients to work with us to achieve their financial goals.

With a current
base of 600 tax clients, this is an excellent opportunity to build
relationships and transition clients into financial advisory services.
As an independent firm affiliated with LPL Financial, a highly
respected and fully independent broker/dealer, we offer flexibility
with no proprietary products.

Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.


* event licenses and certifications (e.g., Series 7, CFP)