Financial Advisor

Financial Planner Recruiting, LLC
Edgewood, KY
Category Finance
Job Description
Our client is a financial planning firm seeking a Financial Advisor to join their team in Edgewood, KY. The Financial Advisor will be responsible for attracting and deepening relationships with clients, providing financial planning advice, and selling products and services. The role will involve interacting with clients, gathering and analyzing data, and identifying financial planning and insurance opportunities.

Requirements

  • 10+ years of experience in the industry
  • Industry licenses (Series 7, 63/65 or 66, life/health/variable insurance) required
  • CFP and/or CRPC designation, preferred

Benefits

  • Base plus bonus
  • Benefits package
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