Financial Advisor

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals and get to, and through, retirement. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!Responsibilities:Customize financial plans for each client based on potential life changes and changing financial needsAssist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial productsResearch and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesSeek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisorCollect each client's financial information to determine financial status, financial goals, cash flow, and financial expectationsQualifications:Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essentialA Bachelor's degree in business administration, finance, or a related field is requiredSuperior customer service skills, math skills, relationship skills, and communication skills are preferredKnowledge of the financial industry, financial products, best practices, and tax regulations is desiredSeries 65 and Health & Life licenses requiredAbout Company:Barnett Financial & Tax is a leading financial services firm dedicated to providing comprehensive wealth management solutions to our clients.We do this with great purpose and a passion for the achievement of our client's goals and objectives as we serve them by assisting in the development of financial stewardship in their lives. Our firm is always focused on integrity, expertise, and personalized service.We are committed to helping our clients get to - and through - retirement in the most cost effective, tax wise way!