Financial Advisor

**Financial Advisor** Qualifications: - Minimum 5 years of experience as a Financial Advisor, Wealth Manager, or similar role - Established book of business and a demonstrated ability to build and maintain client relationships - Knowledge of financial markets, products, and strategies, with a focus on long-term, goal-oriented financial planning - Interpersonal skills and the ability to connect with clients on a personal level - CFP or similar financial certifications are preferred - Clean FINRA (or relevant licensing) record **Responsibilities:** - Provide personalized financial advice, guiding clients through investment, retirement, estate, and tax planning - Grow and manage your existing book of business while cultivating new client relationships - Develop comprehensive financial plans tailored to each clients unique goals and needs - Leverage our firms resources to create customized solutions for your clients - Foster long-term relationships built on trust, respect, and personalized service - Stay informed on industry trends and product offerings to best serve your clients ```{=html} ```