Are you a bright, organized professional with experience in the financial planning/investment industry? We are looking for a Financial Advisor seeking a long-term career with a rapidly growing firm that provides high-caliber service and puts clients first. This position offers the opportunity to work with an established client base while expanding relationships and attracting new clients to the practice. The ideal candidate is motivated by professional growth, enjoys building long-term client relationships, and is excited by the opportunity to contribute to the continued success and expansion of the firm.

This position will be based in Little Falls with occasional travel required. This is a full-time position with compensation based on experience, skill level, qualifications, and overall contribution to the growth of the practice. As the firm continues to expand, there may be opportunities for increased responsibility, professional advancement, and enhanced earning potential. Benefits include Paid Time Off, paid holidays, and a retirement plan.

Our ideal candidate thrives working independently, demonstrates exceptional attention to detail, communicates effectively with clients and colleagues, and is motivated to build a successful long-term career. The candidate should be proactive, relationship-focused, and continually seek opportunities to deliver additional value to clients while contributing to the growth of the practice.

Duties and Responsibilities:

- Provide exceptional client service

- Professional, friendly and effective communication with clients

- Gather financial planning data, create deliverables, track and follow up on action items for planning clients

- Respond and handle client service requests

- Make investment, insurance, and financial planning recommendations to clients that are aligned with their goals

- Contribute to business development initiatives and support the continued growth of the practice through client referrals, networking, and relationship-building activities

- Assist other advisors in the group as needed

- Identify opportunities to deepen client relationships and provide additional planning, investment, and insurance solutions when appropriate

Education, Experience, Knowledge and Skills

- Bachelor’s Degree or Higher - preferred major in Finance, Accounting, Business Administration, Marketing or relevant experience

- 2+ years of experience as a Financial Advisor working directly with clients preferred

- Series 7 and 66 licenses

- Life & Health Insurance licenses

- CFP® designation preferred

-Strong computer skills

-Exceptional interpersonal and client service skills

-Detail orientated with superior organizational skills

-Work independently with the ability to collaborate with others

-Ability to work in a fast-paced, evolving environment

If you are seeking a role that offers an established client base, a collaborative team environment, and opportunities for continued professional and financial growth, we encourage you to apply.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Work Location: In person