Licensed Financial Consultant

We are seeking a passionate and experienced Licensed Financial Consultant to join our growing team. You will work directly with young athletes, coaches, educators, and entrepreneurs to provide comprehensive financial planning services that help them build secure financial futures.

Responsibilities:

• Develop comprehensive financial plans for clients in sports, education, and entrepreneurship
• Conduct investment analysis and provide portfolio management recommendations
• Build and maintain strong client relationships through regular communication
• Stay current with market trends and financial regulations
• Collaborate with team members to deliver exceptional client service

Qualifications:

• Active Series 65 license (required)
• Minimum 2 years of financial consulting experience
• Strong communication and interpersonal skills
• Experience working with young professionals preferred
• Bachelor's degree in Finance, Economics, or related field

What We Offer:

• Competitive salary plus performance-based bonuses
• Comprehensive health and wellness benefits
• Professional development and continuing education support
• Opportunity to work with diverse, exciting client base