Job description
**Financial Advisor**
The Financial Advisor is the key point of contact for managing client relationships, facilitating strategic planning discussions, and executing investment strategies. This role involves driving business growth by establishing referral networks and fostering client loyalty through a cooperative team effort. Applicants should have a bachelor’s degree in finance or a similar discipline and bring five to seven years of experience in the financial services or investment management sectors. Preference will be given to those with a Certified Financial Planner (CFP) designation, and candidates must have a clean U4 record.
