Financial Advisor
ARGI, A Cerity Partners Firm, is looking for a Financial Advisor to join our growing team!
The Financial Advisor is responsible for providing technical expertise to the Advisor teams and to clients. They must be well-versed in all disciplines of financial planning, including, investments, Risk Management, Retirement and Tax & Estate Planning.
In this position you will:
· Master the technical aspect of financial planning
· Develop and hone ARGI’s Financial Planning process, service lines, tools and technology
· Keep up to date with financial news and markets
· Responsible for remaining abreast of changes to legislation impacting financial planning, and staying current on innovative planning topics
· Provide support, analysis, and education throughout ARGI’s Personal Financial Planning Teams
Is this the career for you?
Education/Experience:
· Bachelor's degree is required, focus in Finance/Accounting preferred
· To be successful in this role you will need 0-2 years of relevant experience
· Series 65 (or willing to obtain)
· Planning software experience is a plus
Key Competencies:
· Must be a curious learner – seeking additional knowledge always
· Attention to detail and strong communication skills are the most important trait of a Financial Advisor, as the data is extremely complex yet the advice to clients must be succinct and understandable
"ARGI is proud to be an equal opportunity employer. This means that ARGI will not discriminate or tolerate any form of discrimination against applicants or employees based on race, color, religion, gender, sex, sexual orientation, gender identity or expression, military duty, national origin, age, disability, marital status, veteran status, genetic information, or any other characteristic protected by law.”