Financial Advisor

We're looking for a Financial Advisor to join our growing team. Advisors at Pointer Financial Group are given state of the art technology and resources to give their clients a best in class experience.

We operate as a independent fiduciary and embrace the core values of loyalty, altruism, and expertise. Advisors are supported with extensive marketing and lead generation support. We have a convenient location, collaborative team, and innovative culture.

We're looking for a licensed advisor with at least 2 years experience. We are hiring for both private wealth management and retirement plan consulting positions and are happy to discuss more senior level advisory transitions offering full transparency and transition support.

Responsibilities:

• Business development, lead follow up, development and preparation of prospect proposals.

• Creation and tracking of financial plan including retirement, investment, insurance, estate, and tax goals.

• Client reviews and portfolio monitoring

• Sourcing creative solutions to clients unique problems.

• Network and build relationships with professional centers of influence

​Qualifications:

• Previous experience in banking, insurance, finance, or other related fields

• Series 7, 65, 66 or other applicable license

• CFP(r), AIF(r), or other professional designation preferred

• Existing book of business a plus and signing bonus available

• Excellent written, verbal, and interpersonal communication skills

  Applicants should submit a resume or schedule an appointment with Matt Bruce at mbruce@pointerfg.com