Job Description
Join Alaska's premier wealth management firm as a Direct Hire Financial Advisor. We're seeking a dedicated professional to build lasting client relationships in Anchorage's thriving financial landscape. Enjoy competitive compensation, comprehensive benefits, and industry-leading training while helping Alaskans achieve their financial dreams. Work with a supportive team in a collaborative environment focused on client success.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic outreach
- Analyze market trends to optimize investment strategies
- Conduct regular portfolio reviews and performance reporting
- Comply with FINRA regulations and firm compliance standards
- Collaborate with internal teams on complex wealth management solutions
Qualifications
- Series 7 and Series 66/63 licenses required
- Minimum 3 years financial advisory experience
- Proven track record in client acquisition and retention
- Bachelor's degree in Finance, Business, or related field
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities