Independent Financial Advisor

Artifex Advisory Group; Cary (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Independent Financial Advisor to join their team. In this full-time role, you will provide tailored financial advice, conduct thorough assessments, and develop investment strategies for clients. Your expertise will help individuals and corporations navigate their financial futures confidently. With a focus on building strong client relationships and a commitment to excellence, this position offers a dynamic environment where your contributions can significantly impact clients' financial well-being. If you are passionate about finance and eager to make a difference, this opportunity is for you.

Qualifications

• 2 years experience as a Financial Advisor or similar role.
• Currently licensed with Series 6 & 7 or as a RIA representative.

Responsibilities

• Provide personalized financial advice and planning services.
• Conduct comprehensive financial assessments and develop strategies.

Skills

Financial Planning Principles

Investment Strategies

Communication Skills

Client Relationship Management

Financial Analysis

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

Financial Software

Job description

Artifex Advisory Group is a Registered Investment Advisor firm based in Cary, North Carolina. We provide comprehensive financial services to individual and corporate clients, including financial planning, investment guidance, retirement planning, insurance and employee benefits. Our team of experienced professionals is dedicated to helping our clients feel confident in their financial fitness, future and plan.

Role Description

This is a full-time role for an Independent Financial Advisor with Artifex Advisory Group. As an Independent Financial Advisor, you will be responsible for providing personalized financial advice and planning services to your clients. This will include conducting comprehensive financial assessments, developing investment strategies, and recommending appropriate financial products and services. Additionally, you will assist clients with retirement income planning, insurance planning, 401k management and more.

Qualifications

• Strong knowledge of financial planning principles and strategies
• 2 years previous experience as a Financial Advisor or similar role
• A personal book of business with a 12-month trailing GDC of $60,000
• Excellent communication and interpersonal skills
• Ability to analyze complex financial information and provide clear recommendations
• Proven track record of building and maintaining client relationships
• Proficiency in financial software and tools
• Currently licensed with Series 6 & 7 or as a RIA representative
• Bachelor's degree in Finance, Economics, Business, or a related field

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Investment Banking