Independent Financial Advisor

February 14

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Leap Brands

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Leap Brands is a premium service provider specializing in executive recruiting, recruitment marketing, brand building, mergers and acquisitions, and educational platforms. The company serves diverse sectors across the United States, offering expertise in private equity, franchising, health and wellness, and numerous other industries including automotive, agriculture, and information technology. Leap Brands is trusted by industry giants such as Arby's, T-Mobile, and Wendy's, among others, and is known for its dedication to expanding networks and connecting companies with qualified candidates.

Executive Recruiting • M&A • Franchising • Health & Wellness • Food& Beverage

2 - 10 employees

🎯 Recruitment

📚 Education

📋 Description

• We are seeking a dedicated and knowledgeable Independent Financial Advisor to provide personalized financial planning, investment management, and wealth-building strategies for individual and business clients. • This role offers flexibility and the opportunity to operate independently while building long-term client relationships based on trust, expertise, and exceptional service. • Client Relationship Management: Meet with clients to understand their financial goals, risk tolerance, and current financial situation. Establish and maintain long-term relationships by delivering consistent value and support. • Financial Planning: Develop comprehensive financial plans tailored to client objectives, including retirement, investment, estate, tax, and insurance planning. Evaluate financial products and services to determine alignment with client needs. • Investment Advisory: Provide recommendations on investment portfolios and asset allocation strategies. Monitor market trends, economic conditions, and portfolio performance to adjust strategies as needed. • Compliance and Regulation: Ensure adherence to all regulatory standards, including SEC and FINRA requirements. Maintain current licenses and certifications (e.g., Series 7, Series 66, CFP®). • Business Development: Identify and cultivate new client opportunities through networking, referrals, and marketing efforts. Build a personal brand and reputation within the community as a trusted financial advisor. • Education and Communication: Educate clients on financial principles and investment strategies to empower informed decision-making. Provide clear and transparent communication about potential risks and benefits of financial decisions.

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master’s degree or CFP® designation preferred). • Licenses: Series 7 and 66 (or equivalent), and state insurance licenses as applicable. • Minimum of 3-5 years of experience in financial planning, investment management, or related fields. • Strong analytical skills with a deep understanding of financial markets and instruments. • Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts for clients. • Proficiency in financial planning software and tools.

🏖️ Benefits

• Freedom to set your schedule and choose your clients. • Access to a broad range of financial products and resources. • Opportunity to make a significant impact on clients’ financial well-being and success.