Financial Advisor

Financial Advisor

We are seeking a Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide them with expert financial advice. Join our team and be a part of a company that is dedicated to helping individuals and families with their financial needs.

Benefits :

• Salary plus Commission
• Support Staff
• One of the Highest Payout in the Industry
• Cross Selling 600 Tax preparation clients
• Newly Renovated Office

Responsibilities :

Requirements :

About Us :

We are an established and growing financial services firm offering tax preparation services, wealth management, comprehensive financial planning, and advisory services. Our team is focused on providing personalized, high-quality service to individuals and businesses. We want to expand our financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current base of 600 tax clients, this is an excellent opportunity to build relationships and transition clients into financial advisory services. As an independent firm affiliated with LPL Financial, a highly respected and fully independent broker / dealer, we offer flexibility with no proprietary products. Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.