Independent Financial Advisor

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April 3

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Leap Brands

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Recruitment • Consulting • Education

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.

2 - 10 employees

🎯 Recruiter

📚 Education

📋 Description

• Provide personalized financial planning, investment management, and wealth-building strategies for individual and business clients. • Meet with clients to understand their financial goals, risk tolerance, and current financial situation. • Develop comprehensive financial plans tailored to client objectives, including retirement, investment, estate, tax, and insurance planning. • Provide recommendations on investment portfolios and asset allocation strategies. • Ensure adherence to all regulatory standards, including SEC and FINRA requirements. • Identify and cultivate new client opportunities through networking, referrals, and marketing efforts. • Educate clients on financial principles and investment strategies to empower informed decision-making.

🎯 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.