Financial Advisor

Position Summary

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet the customized financial goals of clients, and will also provide a complete and holistic approach to financial planning.

Role Description

The Financial Advisor is an experienced member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is a valuable partner in the success of the branch and the overall firm. The Financial Advisors of Moors & Cabot exhibit all of Moors & Cabot's core values - Integrity, Service is Personal, One Team, Communication and Initiative - in all of the responsibilities listed below.

This full-time role reports to their respective Branch Manager. Working hours are Monday - Friday 8 : 30 AM to 5 : 00 PM EST. Moors & Cabot offers multiple flexible work arrangements for its employees : remote, hybrid and in-office. This role is eligible for any of these arrangements depending on proximity to a branch and needs, and must be located within the state of Florida.

Role Responsibilities

• Develop and implement financial planning solutions for clients and perform complex research and financial analysis related to those solutions

Build, maintain, and update client databases and financial plans

Compliance, Operations, IT, Training Center, etc.

Provide feedback and mentorship to assigned Client Associate(s) on a regular basis

Key Measurements

Minimum Requirements

Preferred Requirements

About Us

Since its founding in 1890, Moors & Cabot and its people have defined the meaning of

financial services. The firm has participated in the retail sale of stocks and bonds to

individuals and the institutional sale of stocks and bonds to most of Boston's money

management firms. In addition to specializing in wealth management through full service

registered representatives, Moors & Cabot offers investors additional investment tools

such as cash management accounts, retirement planning, mutual funds, annuities and

other insurance products.

Moors & Cabot is an equal opportunity employer. All aspects of employment including the

decision to hire, promote, discipline, or discharge, will be based on merit, competence,

performance, and business needs. We do not discriminate on the basis of race, color,

religion, marital status, age, national origin, ancestry, physical or mental disability, medical

condition, pregnancy, genetic information, gender, sexual orientation, gender identity or

expression, veteran status, or any other status protected under federal, state, or local law.

We utilize the Department of Homeland Security's employee authorization program,

E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9

information entered in E-Verify by the employer with the information in records available to SSA and / or DHS.

Benefits

Medical, Dental & Vision