Financial Advisor

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We are looking for a driven, client-oriented Associate Financial Advisor to join our growing financial advisory team. In this role, you'll focus on building strong client relationships, delivering personalized financial plans, and helping individuals achieve long-term financial success. If you’re proactive, process-driven, and passionate about helping others through sound investment, insurance, and planning strategies, we want to hear from you.

Key Responsibilities:

• Develop and implement strategic business and marketing plans to attract a defined niche of prospective clients
• Convert leads into clients using a consultative and ethical sales approach (80%+ close rate expected)
• Deliver comprehensive financial planning services tailored to client goals, including:
  • Retirement planning
  • Tax and estate strategies
  • Investment and insurance solutions
  • Business succession planning
• Maintain consistent communication and provide ongoing support to clients to ensure long-term satisfaction and retention

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field (preferred)
• 1–3 years of experience in financial services or a client-facing advisory role
• Active FINRA licenses: Series 65 or 66, and either Series 7 or 63
• Strong understanding of financial planning principles, investment products, and wealth management strategies
• Proficient with financial tools such as MoneyGuidePro™, Morningstar®, Excel, Wealthscape℠, and CRM systems (e.g., GoldMine)
• Excellent verbal and written communication skills
• Self-motivated with high attention to detail and follow-through

What We Offer:

• Competitive base salary
• Uncapped commission potential
• Flexible Paid Time Off (PTO)
• A supportive, collaborative, and growth-oriented company culture

Take the next step in your financial advisory career with a firm committed to your development and success. Apply today!

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 160087

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Jay Ravani

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