<p><b>What role you will play in team:</b> Provide comprehensive financial planning services to a diverse clientele.</p><p><b>What you will do:</b> Build client relationships, conduct financial analysis, and develop personalized financial plans.</p><p><b>Key responsibility:</b><ul><li>Conducting financial needs analyses for clients.</li><li>Developing and presenting comprehensive financial plans.</li><li>Managing client portfolios and investments.</li><li>Building and maintaining strong client relationships.</li><li>Keeping up to date on financial market trends and regulations.</li><li>Meeting with clients regularly to review progress and address concerns.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Excellent communication, interpersonal and presentation skills.</li><li>Strong analytical and problem-solving skills.</li><li>Series 7 and 66 licenses required.</li><li>Proven experience in financial advising (preferred)</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and commission structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for professional development.</li><li>Supportive management team.</li><li>Health, dental, vision care.</li></ul></p><p><b>A Day in the Life:</b>  A typical day includes client meetings, conducting financial analysis, preparing presentations, and staying up-to-date on market trends.</p>