U.S. Investors International is a Financial Services Company dedicated to prioritizing client needs in Retirement Cash Flow, Estate, and Tax-Wise Planning. We are a small office seeking a mid-level financial advisor to join our firm.

A successful Financial Advisor will be a dedicated team player capable of operating autonomously. This role requires an individual who is self-driven, client-focused, dependable, analytical, and possesses a high level of integrity and professionalism.

The right candidate will have opportunities for career growth, including managing existing client relationships and building a book of business.

Specific job responsibilities include:

• Preparing and maintaining clients' financial plans and products
• Modeling strategies and preparing recommendations
• Implementing recommendations
• Conducting ongoing reviews and updates
• Client communication and service, accounts and requests processing
• Maintaining client records using CRM software
• Assisting in client events and acting as a liaison for wholesalers
• Working flexible hours, including some evenings and weekends

Required Skills/Experience:

• Bachelor’s degree in Finance or a related field
• Minimum five years of relevant work experience
• Series 7, 66, and Life & Health Licensed
• Proficient in Microsoft Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Self-driven contributor with strong organizational skills

Highly Desirable:

• CFP® or CPA Designation (or pursuing CFP)
• Previous experience as an advisor
• Previous sales and prospecting experience

Qualities:

• Detail-oriented – accurately manage multiple tasks with many steps
• Personable – connect with clients and build trust professionally via email, phone, and in-person interactions
• Emotional Intelligence – recognize emotions and communicate appropriately in various emotional situations
• Confidence – display certainty in speaking and body language regardless of the situation
• Analytical – synthesize client information and provide appropriate recommendations to meet their goals
• Flexible – prioritize daily tasks consistent with both task urgency and efficiency
• Confidential – maintain sensitive information entrusted to us by our clients privately

Salary: Base salary + commissions