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Financial Advisor
420 L Street #305 Anchorage, AK 99501 US
Job Description
Opening: Financial Advisor
Location: Anchorage, AK
Pay: $50-60K Starting Base Salary + Incentives (Potential to earn $100-110K in the first year)
COMPANY INFO:
Opti Staffing is partnering with a prestigious trust company in Anchorage, AK, to find an experienced and knowledgeable Financial Advisor. This is a remarkable opportunity for a Certified Financial Planner (CFP), Certified Investment Management Consultant (CIMC), Chartered Investment Counselor (CIC), or Personal Financial Specialist (PFS) to join a respected firm with a strong reputation in the financial services industry. The company offers a dynamic environment where professionals can thrive and grow, with significant earning potential for those who bring experience and a book of business.
WHAT YOU’LL DO:
- Provide comprehensive financial planning services to clients, including investment management, retirement planning, estate planning, and tax strategies.
- Develop personalized financial plans that align with clients' goals and risk tolerance.
- Manage and grow a book of business by building strong relationships with clients and delivering exceptional service.
- Meet with clients regularly to review their financial plans and make necessary adjustments based on life changes, market conditions, and client objectives.
- Stay informed about market trends, financial regulations, and new investment products to provide clients with the most up-to-date advice.
- Collaborate with the trust company's team of financial experts to ensure clients receive holistic and well-rounded financial advice.
- Work towards achieving and exceeding performance targets, with incentives available for hitting key milestones.
REQUIREMENTS:
- Certified Financial Planner (CFP), Certified Investment Management Consultant (CIMC), Chartered Investment Counselor (CIC), or Personal Financial Specialist (PFS) designation required.
- Proven experience as a financial advisor, with a strong track record of success.
- Ability to bring a book of business is highly preferred and will be compensated accordingly.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Strong analytical skills and attention to detail, with the ability to develop and manage complex financial plans.
- Commitment to ethical practices and a fiduciary responsibility to clients.
- Ability to work independently as well as collaboratively within a team environment.
BENEFITS:
- Competitive starting base salary of $50-60K, with significant earning potential through incentives (potential to earn $100-110K in the first year).
- Higher overall compensation package available for established advisors with a book of business.
- Opportunity to work with a respected trust company in Anchorage, AK, with a strong reputation in the industry.
- Access to a supportive team of financial professionals and ongoing professional development opportunities.
- Comprehensive benefits package, including health insurance, retirement plans, and more.
NEXT STEPS:
Just hit the “Apply” button above and you’re half-way home!
Or, send your resume to [email protected] or call 907-222-7004 and we’ll set up a time to meet!
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Opti Staffing Group is a locally owned and operated full-service staffing agency that boasts continual growth and innovation. We have six offices located throughout the Pacific Northwest in Alaska, Washington, and Oregon. Our focus is on long-term career placement.
Opti is the recruiting partner for some of the country’s leading companies—offering hiring solutions you can’t find anywhere else.
Our recruiters will take the time to get to know you, understand what you’re looking for in a job and then present job opportunities that are a good fit for your skills and experience.
Meet Your Recruiter
Sequoyah Scholz
Branch Manager
Hi! I am a lifelong Alaskan of 31 years and enjoy spending time with my little family of three. Like most Alaskan’s we like spending time outside going for walks, camping, or just spending a warm day at the lake. Working with Opti for the past almost 7 years has been amazing. I started my career with Opti as an Executive Recruiter specializing in permanent staffing at mid, upper, and executive levels. I loved that I had such an impact on candidates' lives and the Anchorage community. Since then, I have moved into a leadership role and can say it is equally rewarding. I still get to work with candidates and companies in the area, but I also get to teach and develop new recruiters to do the same thing. The Anchorage team is like a second family for me, and (though I may be a bit biased) I can say I have never seen a more dedicated and hard-working team.