Financial Advisor

Job Description

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful?

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and from all walks of life.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA