Job Description
Join our premier financial advisory firm in Lincoln, NE, and transform your career while helping clients achieve financial freedom. We're seeking a passionate Financial Advisor to build lasting client relationships and deliver personalized wealth management solutions. Enjoy comprehensive training, cutting-edge resources, and a collaborative team environment designed for your success.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain a robust client portfolio through proactive relationship management
- Stay current with financial regulations, market trends, and product innovations
- Conduct client consultations and financial literacy workshops
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Meet/exceed sales targets and performance benchmarks
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/63 licenses required
- 3+ years in financial services or client-facing sales role
- Strong analytical skills and financial planning expertise
- Excellent communication and presentation abilities
- Proven track record of building client relationships
- CFP designation preferred