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Financial Advisor/Financial Planner

First Wealth Financial Group, an independent wealth management firm has an opportunity for an individual that wants to become a Financial Advisor.

This is a great opportunity for an entrepreneurial-minded individual who wants to be affiliated with a successful operation and a growing team.  Learning verifiable macro planning for clients, a proven business growth structure, and strategies to create opportunities for the advisor which may not be available in other professional careers.  

First Wealth Financial Group has a three-year, formal training program.  It is vital that this person presents themself professionally and be comfortable with traditional and conservative values. 

Duties and Responsibilities

  • Provide service to existing client needs and deliver solutions to create an outstanding client experience
  • Develop Financial Planning Solutions on identified risk tolerance, cash flow strategies & retirement management needs
  • Provide consultation solutions pursuant to client personal and/or business financial objective
  • Gain a thorough understanding of each client's financial situation to help create & deliver suitable investment strategies
  • Leverage technology solutions (CRM, Financial Planning & client reporting tools) to enhance the client experience
  • Stay abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, & technical) within the fields of financial planning & investments
  • Acquire all required licenses & designations
  • Acquire an in-depth understanding of compliance, regulatory & departmental policies & procedures

Qualifications

  • 4 Year Degree
  • Required to become FINRA Series 7, & 66, Life and Health Insurance licensed (while on the job)
  • Exceptional client relationship management skills - both internal & external client-facing
  • Consummate Team Player
  • Positive attitude with the ability to effectively manage change & adapt in a continual & rapidly changing environment.

Benefits & Compensation:

  • The salary range for this position is $60,000 to $125,000, plus commissions.       
  • Potential Opportunity to move to other First Wealth office locations
  • Extensive training through our xCEED program – macro planning
  • Health Insurance, 401k, group life insurance
  • Fast-growing financial services company
  • Newest office building on Clinton by-pass

Send your resume to cathy@firstwealthfinancialgroup.com

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor & a separate entity from LPL Financial.