Independent Financial Advisor — Build Your Practice

Cambridge Financial Network; United States; Remote; USD 70,000 - 120,000; Full time

Job summary

Cambridge Financial Network is seeking a Licensed Financial Advisor to empower families through tailored financial solutions. This role focuses on guiding clients in developing personalized financial plans and assessing their financial situations to identify growth opportunities. Candidates should have experience in financial planning and a proven ability to build strong client relationships. The position offers a competitive compensation package ranging from $70,000 to $120,000 yearly with comprehensive support and training for professional growth.

Qualifications

• Experience in financial planning and advising, focusing on personalized client solutions.
• Proven track record of building and maintaining strong client relationships.
• Ability to conduct comprehensive financial assessments.

Responsibilities

• Guide clients in developing personalized financial plans that align with their life goals.
• Conduct thorough assessments of clients' financial situations to identify growth opportunities.
• Build and maintain strong relationships with clients, fostering trust and open communication.

Skills

Financial planning and advising

Building and maintaining client relationships

Communication skills

Conducting financial assessments

Job description

Cambridge Financial Network is seeking a Licensed Financial Advisor to empower families through tailored financial solutions. This role focuses on guiding clients in developing personalized financial plans and assessing their financial situations to identify growth opportunities. Candidates should have experience in financial planning and a proven ability to build strong client relationships. The position offers a competitive compensation package ranging from $70,000 to $120,000 yearly with comprehensive support and training for professional growth.