Financial Advisor

JustinBradley; Chapel Hill (NC); On-site; USD 92,000 - 140,000; Full time

Job summary

A national wealth management firm is looking for a Financial Advisor in Chapel Hill, NC. This role requires conducting financial planning, developing customized strategies, and building strong client relationships. Candidates should have a Bachelor's Degree and at least 2-3 years of related experience. The position is full-time and offers competitive pay ranging from $92,000 to $140,000 per year.

Qualifications

• Bachelor's Degree from a four-year college or university.
• At least 2-3 years of related experience and/or training.
• Enrolled in CFP® or ChFC study course.
• FINRA licenses Series 7, 63, and 65 (or Series 66).

Responsibilities

• Conduct comprehensive financial planning for clients.
• Analyze clients' financial information for strategy development.
• Develop and present customized financial plans.
• Monitor clients' financial status and provide updates.
• Build and maintain strong client relationships.
• Stay informed about market trends and conditions.
• Comply with regulatory requirements and company policies.
• Provide exceptional customer service.
• Participate in networking events to attract new clients.

Skills

Financial Planning

Client Relationship Management

Market Analysis

Exceptional Customer Service

Education

Bachelor's Degree

Tools

CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Consultant (ChFC)

FINRA licenses Series 7, 63, and 65 (or Series 66)

Job description

Director, Executive Search at JustinBradley

JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their team. The firm's financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional focused on value and culture.

Base pay range

$92,000.00/yr - $140,000.00/yr

Highlighted responsibilities include:

• Conduct comprehensive financial planning for clients, including retirement planning, estate planning, tax planning, and risk management.
• Analyze clients' financial information to determine strategies for meeting their financial goals.
• Develop and present customized financial plans and investment strategies.
• Monitor clients' financial status and provide regular updates and recommendations.
• Build and maintain strong client relationships through regular communication and follow-up.
• Stay informed about market trends, economic conditions, and new financial products.
• Comply with all regulatory requirements and company policies.
• Provide exceptional customer service and ensure client satisfaction.
• Participate in networking and community events to attract new clients.

Qualifications

• Bachelor's Degree (BA) from four-year college or university.
• At least 2-3 years of related experience and/or training.
• Enrolled in study course for the CERTIFIED FINANCIAL PLANNER™ (CFP®) administered by the Certified Financial Planning Board of Standards, Inc., or Chartered Financial Consultant (ChFC) administered by the American College.
• FINRA licenses Series 7, 63, and 65 (or Series 66, in lieu of the 63 and 65).

JustinBradley is an EO employer – Veterans/Disabled and other protected categories

Seniority level

Associate

Employment type

Full-time

Job function

Finance

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