Hybrid

A well-established financial services firm is seeking a skilled Financial Advisor to provide strategic wealth management and financial planning solutions. Based in Delaware, this role offers the opportunity to manage an existing client portfolio while driving new business growth. Ideal for a knowledgeable advisor with experience in retirement planning, wealth management, and investment strategies, this position provides strong earning potential with a bonus structure tied to new asset acquisition. This role is perfect for a motivated financial professional who thrives on helping clients achieve their long-term financial goals while growing their own book of business.

Financial Advisor Responsibilities:

• Provide tailored financial planning and investment advice to clients
• Manage an existing book of business while developing new client relationships
• Assess client financial goals and create customized wealth management strategies
• Monitor market trends and portfolio performance to recommend adjustments
• Collaborate with internal teams to ensure seamless client service
• Maintain compliance with financial regulations and industry best practices

Financial Advisor Requirements:

• Minimum 5 years of experience in financial planning or investment advisory roles
• Bachelor’s degree in finance, business, economics, or a related field
• Active Series 65 or equivalent financial advisory license
• Strong interpersonal skills with the ability to build lasting client relationships
• Proficiency in Microsoft Office Suite; no advanced financial software required
• CFP certification preferred but not required

Benefits:

• Simple IRA with company match
• PTO: 3 weeks in first year, increasing to 4 weeks in second year and beyond
• Group disability offerings
• Flexible hybrid work schedule with casual office environment

Join a laid-back financial services firm specializing in wealth management, seeking a knowledgeable Financial Advisor to build client relationships, provide expert financial guidance, and contribute to the firm’s growth in a flexible, collaborative environment!

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