Benefits:
Integrated Technology
Own office
Bonus based on performance
Competitive salary
Opportunity for advancement
About the Role: We are seeking a motivated and experienced Financial Advisor to join our team As a Financial Advisor, you will have the opportunity to help clients achieve their financial goals and provide expert advice on investment opportunities, retirement planning, and wealth management.
Responsibilities:
Provide personalized financial planning and investment advice to clients
Assist clients in developing strategies for meeting their financial goals
Monitor and analyze market trends and economic indicators
Stay up-to-date on industry regulations and compliance standards
Build and maintain strong client relationships
Requirements:
Bachelor's degree in Finance, Business, or related field
Series 7 and 66 licenses required
Life and Health License
Proven experience as a Financial Advisor or similar role
Strong analytical and communication skills
Ability to work independently and as part of a team
About Us: We are an established and growing financial services firm offering tax preparation services, wealth management, comprehensive financial planning, and advisory services. Our team is focused on providing personalized, high-quality service to individuals and businesses. We want to expand our financial advisory services by allowing existing tax clients to work with us to achieve their financial goals. With a current base of 600 tax clients, this is an excellent opportunity to build relationships and transition clients into financial advisory services. As an independent firm affiliated with LPL Financial, a highly respected and fully independent broker/dealer, we offer flexibility with no proprietary products. Additionally, we have a proven market system based on financial education that helps generate new clients, providing you with a steady stream of prospects to grow your book.
PTIN Certification: Yes
By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.