Financial Advisor (51802) at Ntice Sourcing Solutions

Job Description

• A rapidly growing financial services company is looking for dedicated, client-focused individuals to join their team as Financial Advisors. The firm is committed to empowering individuals and families to take control of their financial future by providing personalized, goal-based advice, modern planning tools, and access to a wide range of financial solutions that align with clients' values and long-term goals
• As a Financial Advisor, you will play a vital role in building lasting relationships and guiding clients through all stages of their financial journey

Role Overview

• As a Financial Advisor, you'll be responsible for delivering comprehensive financial guidance to clients across diverse backgrounds. You'll assess their financial situations, develop personalized plans, and support their progress toward financial well-being. This role combines strategic thinking, communication skills, and a genuine passion for helping people

Key Responsibilities

• Build and manage a portfolio of clients through trust-based relationships
• Conduct detailed financial assessments, including budgeting, retirement planning, investments, insurance, tax planning, and estate considerations
• Create and deliver tailored financial plans based on client goals, risk tolerance, and life circumstances
• Educate clients about financial products, tools, and services in a transparent and compliant manner
• Monitor client portfolios and provide ongoing advice in response to market changes or life events
• Collaborate with internal teams (e.g., investment, tax, legal) to provide holistic client solutions
• Maintain accurate records and ensure regulatory compliance with financial advisory standards
• Stay up to date on financial markets, products, industry trends, and compliance requirements

Qualifications

Required:

• Minimum 1 year of experience as a Financial Advisor, Wealth Manager, or similar role
• Relevant certifications (e.g., CFP®, CFA®, ChFC®, or Series 7/66)
• Strong understanding of investment strategies, insurance, retirement planning, and tax optimization
• Excellent communication and interpersonal skills
• Client-first mindset and high ethical standards

Preferred:

• Ability to work in a fast-paced, collaborative environment
• Passion for financial literacy and inclusion

What We Offer

• Competitive base salary plus performance-based incentives
• Professional development support
• Opportunity to shape the future of financial planning at a purpose-driven company