Banking Services, Business Development, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Develop and Maintain Customers, Documentation, Financial Planning, Financial Services, Health Insurance, Insurance, Interpersonal Skills, Licensing, Life Insurance, Organizational Skills, Record Keeping, Sales Prospecting, Series 65, Team Player, Time Management, Wealth Management
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
- Relationship-focused mindset
- Team-oriented attitude
- Commitment to exceptional client service
What Makes This Opportunity Different?
True Team Approach
- Established client relationships
- No cold calling
- No prospecting requirements
- No sales quotas
- Predictable work schedule (Monday–Thursday 8:30 AM–5:00 PM, Friday 8:30 AM–12:00 PM)
- Strong support team
- Long-term career growth opportunity
Compensation
- Base salary starting at $60,000+ based on experience, licensing, credentials, and qualifications
- Performance-based bonus opportunities
- Retirement: 6% 401(k) Match