Licensed Financial Advisor

First Financial Group; Columbia (SC); On-site; USD 78,000 - 150,000; Full time

Job summary

First Financial Group is seeking a Financial Advisor to guide clients through their financial journey, with comprehensive training and support to build a rewarding career.

You will develop relationships, provide personalized planning and investment advice, and analyze market trends to craft wealth strategies tailored to client goals. Ongoing training and professional development are emphasized to grow expertise and credibility.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Life and Health license, Series 7, and Series 66 or willingness to obtain them.
• Strong interpersonal and communication skills.
• Ability to work independently as well as part of a team.

Responsibilities

• Develop and maintain client relationships to understand financial needs and goals.
• Provide personalized financial planning and investment advice tailored to clients' objectives
• Analyze financial data and market trends to create effective strategies for wealth management.
• Educate clients on insurance products, investment options, and retirement planning.
• Continuously expand knowledge and skills through ongoing training and professional development.

Skills

Client relationship management

Communication skills

Self-motivation

Teamwork

Education

Bachelor's degree in Finance, Business, or related field

Life and Health license, Series 7, Series 66 or willingness to obtain them

Tools

Financial planning software

Job description

Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region.

With locations across the country and a solid history of helping clients protect and build wealth for over forty years, FFG's mission is to help our clients live great financial lives.

The Opportunity

As a Financial Advisor at First Financial Group, you will play a pivotal role in guiding clients through their financial journey. You will be provided with comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals.

Job Responsibilities

• Develop and maintain strong relationships with clients to understand their financial needs and goals.
• Provide personalized financial planning and investment advice tailored to clients' objectives
• Analyze financial data and market trends to create effective strategies for wealth management.
• Educate clients on insurance products, investment options, and retirement planning.
• Continuously expand your knowledge and skills through ongoing training and professional development.

Desired Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Strong interpersonal and communication skills.
• Motivated and self-driven with a passion for helping others.
• Ability to work independently as well as part of a team.
• Relevant certifications (Life and Health license, Series 7, Series 66) or willingness to obtain them.

Nice-to-Haves

• Previous experience in sales or customer service roles.
• Understanding of financial products and services.
• Active involvement in community service or professional organizations.
• Experience with financial planning software.

Compensation

This is a performance based career. Compensation packages will be based off experience if you are currently a licensed Financial Advisor. Entry level roles are commission based where first year earnings are typically from $78,000 to $150,000 per year