Financial Advisor

Duties:

As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their financial goals and objectives.

Your duties will include:

- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims

- Developing personalized financial plans to help clients achieve their financial goals

- Providing advice on investments, retirement planning, tax strategies, estate planning, and insurance options

- Monitoring clients' accounts and making recommendations to ensure they remain on track to meet their financial goals

- Building and maintaining long-term relationships with clients through excellent customer relationship management

Requirements:

To excel in this role, you should meet the following requirements:

- Bachelor's degree in Finance, Accounting, Economics, or related field

- Certified Financial Planner (CFP) certification preferred

- Series 65 license required

- VA Life, Health, and Annuity license required

- Strong understanding of tax strategies, financial analysis, wealth management, and technical accounting

- Proficiency in financial planning software and tools

- Excellent knowledge of financial concepts including investment strategies and risk management

- Familiarity with wills, trusts, and estate laws for comprehensive financial planning

- Exceptional interpersonal skills to effectively communicate complex financial information to clients

Job Type: Full-time

Salary: $100,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday with occasional evenings (until about 8:30-9pm for Dinner Workshops)
• No weekends

Work setting:

• In-person

Application Question(s):

• Abich Financial has employees and staff with severe chemical sensitivity, so we maintain a fragrance-free office. Would you feel comfortable working in this environment?

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• CFP (Preferred)
• Life Insurance License (Required)