Title

Financial Advisor – CNC Financial Group, LLC

Salary DOE
Location Wenatchee, WA
Job Information

We are looking to hire a financial advisor to join our team! CNC Financial Group, LLC, a wealth management firm, is seeking an accomplished, full time financial advisor with a strong track record of success, a passion for financial planning, and wealth management experience to work inside 1st Global Capital Corporation. CNCFG is aligned and affiliated with offices of Cordell, Neher & Company, PLLC, one of North Central Washington’s largest and most respected accounting firms. To qualify for this position, you must be an entrepreneurial, experienced financial planner whose professionalism, competence and integrity complement the traditional services and high practice standards of CPA’s and attorneys. To excel in this tightly regulated role you should have appropriate licenses and a deep knowledge of all the latest financial products on the market.

Requirements:

  • Bachelor degree in business, finance or related field.
  • Current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  • Life and health license.
  • One or more professional designations: CFA, CFP, CLU or ChFC.
  • A minimum of 5 years of client facing production experience with verifiable commissions of $100,000+ annually.
  • Experience providing a full range of financial planning solutions.
  • Knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint and comfortable using a computer for various tasks.
  • Professional image and consultative sales style.
  • Investment philosophy in line with 1st Global’s philosophy. An integrated approach that empowers affiliate CPA firms and financial advisors to weave diverse elements of a client’s financial picture into a unified, tax-centric financial plan that meets the client’s long-term goals.
  • Valid driver’s license.

Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help clients reach their financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Contacting clients regularly to discover changes in their financial status.
  • Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Managing and updating client portfolios.
  • Building and maintaining a strong client base.

Salary based upon experience.

Apply Now

Working at Cordell, Neher & Company

The team at Cordell, Neher & Company, PLLC is passionate about our work, our service to clients, our fellow team members and our involvement in the community. That passion, along with the fun that we have in the office and working together, has proven to be one of the most important factors in our Firm’s success.

Our greatest asset is our people – yes, it’s a cliché but we live it. To insure our investment remains sound and continues to grow, we encourage continued professional education and development opportunities. This collaboration of knowledge and experience aids in pushing our standards and knowledge base beyond any requirements. As a team we cultivate a broad breadth of talent.

Does Cordell, Neher and Company, PLLC fit into your ideal career path? We are always looking for the right person to add to our team. In addition to competitive wages we offer our team members generous paid time off (PTO) plans; employer matched 401(k) and profit sharing; comprehensive medical, vision and dental plans; a life insurance policy tied to annual compensation; continuing education and community service support.

Cordell, Neher & Company, PLLC is an Equal Employment Opportunity Employer.

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