Financial Advisor II → Financial Advisor

Role Overview: As a Financial Advisor, you will build and maintain client relationships, providing advice to help clients achieve their financial goals and estate plans. You will develop new business by engaging referral sources and community networks, while collaborating with internal teams such as Financial Planning, Brokerage, Trust, and Insurance to deliver comprehensive solutions. Key Responsibilities Drive market growth, revenue, and profitability. Communicate the firm’s value proposition and advice-based services. Develop client relationships through internal and external referral partners. Conduct client meetings, annual reviews, and financial evaluations to strengthen relationships. Stay informed on market trends and investment solutions. Engage in community activities to foster business development. Qualifications & Skills Minimum 4 years of experience in Financial Services. Bachelor’s Degree from an accredited institution. Relevant licenses: Series 7, and either 66 or 63/65, plus Life & Health certifications; additional certifications encouraged. Strong consultative sales and business development skills. Excellent communication skills, both written and oral.