Financial Advisor

A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.

Key Responsibilities

• Deliver comprehensive financial planning and investment advice
• Manage and grow a book of business
• Develop new client relationships through proactive business development
• Provide mutual fund and (where licensed) insurance solutions
• Conduct regular portfolio reviews and ensure regulatory compliance
• Maintain high standards of client service and relationship management

Qualifications

• LLQP (Life License Qualification Program) - preferred
• Minimum 2+ years of experience as a Financial Advisor or Investment Advisor
• Strong track record of client retention and business development
• Excellent interpersonal and communication skills
• Self-motivated with an entrepreneurial mindset
• In good standing with applicable regulatory bodies

What's Offered

• Competitive compensation structure (base salary + commissions)
• Supportive leadership and administrative infrastructure
• Opportunity to build long-term presence in a strong community market

This is an excellent opportunity for a licensed advisor seeking stability, growth, and the ability to make a meaningful impact in a vibrant coastal community.