Personnel Resources is hiring a Financial Advisor for a growing and established independent wealth management and financial planning firm. This position is ideal for a professional who enjoys building meaningful relationships, serving clients at a high level, and helping families make informed financial decisions. Unlike many advisor roles, this opportunity is focused on client service and relationship management rather than sales, prospecting, or business development.
Our Core Values
CARES Community • Accessibility • Relationships • Education • Service
Key Responsibilities
Conduct client review meetings and ongoing service appointments
Build and maintain trusted client relationships
Assist clients with retirement, investment, and financial planning questions
Coordinate planning recommendations and implementation needs
Collaborate with team members to deliver an exceptional client experience
Maintain accurate client records and documentation
Provide proactive and responsive communication to clients
Qualifications
Preferred
Experience in wealth management, financial planning, banking, insurance, or a related financial services field
Series 65 License
Life & Health Insurance License
CFP®, ChFC®, or other financial planning designation
Previous client-facing advisory experience
Required
Bachelor's degree
Strong communication and interpersonal skills
Professional presence and high integrity
Excellent organizational and time-management skills