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State Licensed Financial Advisor
A company is looking for a Financial Advisor to provide comprehensive financial planning and manage client relationships. Key Responsibilities Manage an existing book of business and meet with prospective clients to provide financial advice Develop fluency in managed account programs and assist clients with investment rebalancing Maintain a sales rhythm, focusing on conversion rates and nurturing leads through the sales pipeline Required Qualifications Bachelor's Degree in Accounting, Finance, or related discipline Minimum of 5 years of financial advising and planning experience CFP, CFA, CRPC, or comparable certification required Series 65 license is mandatory Must reside in specific states where the firm is registered
A company is looking for a Financial Advisor to provide comprehensive financial planning and manage client relationships.
Key Responsibilities
Manage an existing book of business and meet with prospective clients to provide financial advice
Develop fluency in managed account programs and assist clients with investment rebalancing
Maintain a sales rhythm, focusing on conversion rates and nurturing leads through the sales pipeline
Required Qualifications
Bachelor's Degree in Accounting, Finance, or related discipline
Minimum of 5 years of financial advising and planning experience
CFP, CFA, CRPC, or comparable certification required
Series 65 license is mandatory
Must reside in specific states where the firm is registered
