Financial Planner / Wealth Advisor

Generations Tax & Wealth Management is seeking a dedicated and knowledgeable Financial Planner / Wealth Advisor to join our team. This role offers a unique opportunity to build meaningful, long-term relationships with clients, providing industry-leading services and products that empower our clients to achieve their financial goals. At Generations, we pride ourselves on our fiduciary approach, placing the client’s best interests at the forefront of everything we do. As part of our team, you’ll have the resources and support needed to succeed, with limitless growth potential.

Key Responsibilities

• Build and maintain client relationships through strategic planning and consistent follow-up
• Develop personalized financial plans tailored to each client's unique needs and goals
• Stay current with industry trends and regulatory requirements to provide sound advice
• Collaborate with a supportive team and contribute to a culture of trust and integrity

Qualifications

Knowledge, Skills & Abilities

• Strong analytical skills with keen attention to detail
• Self-motivated with a high level of initiative
• Proficient in networking and prospecting for new clients
• Excellent communication and problem-solving abilities
• Ability to work both independently and collaboratively in a team environment

Education & Experience

• Bachelor’s Degree in Finance, Economics, or a related field
• Minimum of 1 year of experience as a Financial Planner / Wealth Advisor
• CPA certification is a plus but not required
• Active SIE, Series 7, and Series 66 licenses, in good standing with SEC and FINRA