Join Our Team as a Financial Planning & Investment Specialist!
Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!
Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Advisor to join our growing team!
About the Role
As a Financial Planning & Investment Specialist, you’ll play a key role in developing and implementing financial strategies tailored to our clients' needs. You’ll guide them through financial planning, investments, tax strategies, and risk management while building long-term relationships.
What You’ll Do
✅ Meet with clients and provide expert financial planning advice
✅ Develop and present investment and insurance solutions to help them meet their goals
✅ Review and rebalance investment portfolios
✅ Build and maintain strong client relationships
✅ Research and recommend suitable portfolio solutions
What You Bring
✔ Mutual Funds and Life Insurance licenses in good standing
✔ CFP designation (or in progress)
✔ Strong communication and problem-solving skills
✔ Ability to thrive in a fast-paced, client-focused environment
✔ A minimum 3 years of experience in financial industry client facing role
Why Join Us?
💰 Competitive salary + performance-based bonus
📈 Growth opportunities with clear career path and mentorship
🤝 A collaborative and dynamic team culture
🎯 Access to in-house leads and resources to help you succeed
Take the next step in your financial advisory career! While we appreciate your interest in this position only candidates