Direct message the job poster from Artifex Advisory Group
Josh Elliott
Leader, Advisor, Coach
Company Description
Artifex Advisory Group is a Registered Investment Advisor firm based in Cary, North Carolina. We provide comprehensive financial services to individual and corporate clients, including financial planning, investment guidance, retirement planning, insurance and employee benefits. Our team of experienced professionals is dedicated to helping our clients feel confident in their financial fitness, future and plan.
Role Description
This is a full-time role for an Independent Financial Advisor with Artifex Advisory Group. As an Independent Financial Advisor, you will be responsible for providing personalized financial advice and planning services to your clients. This will include conducting comprehensive financial assessments, developing investment strategies, and recommending appropriate financial products and services. Additionally, you will assist clients with retirement income planning, insurance planning, 401k management and more.
Qualifications
Strong knowledge of financial planning principles and strategies
2 years previous experience as a Financial Advisor or similar role
A personal book of business with a 12-month trailing GDC of $60,000
Excellent communication and interpersonal skills
Ability to analyze complex financial information and provide clear recommendations
Proven track record of building and maintaining client relationships
Proficiency in financial software and tools
Currently licensed with Series 6 & 7 or as a RIA representative
Bachelor's degree in Finance, Economics, Business, or a related field
Employment type
Full-time
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