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Financial Advisor
Financial Planner Recruiting, LLC
Edgewood, KY
Category
Finance
Apply for Job
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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