Join Our Team as a Financial Planning & Investment Specialist!

Are you passionate about helping clients achieve their financial goals? Do you thrive in a client-focused, team-oriented environment? If so, we want to hear from you!

Brandon Durant Financial Management is a growing financial planning firm dedicated to providing personalized investment and planning solutions to our clients. We are looking for a detail-oriented, proactive Advisor to join our growing team!

About the Role

As a Financial Planning & Investment Specialist, you'll play a key role in developing and implementing financial strategies tailored to our clients' needs. You'll guide them through financial planning, investments, tax strategies, and risk management while building long-term relationships.

What You'll Do

✅ Meet with clients and provide expert financial planning advice
✅ Develop and present investment and insurance solutions to help them meet their goals
✅ Review and rebalance investment portfolios
✅ Build and maintain strong client relationships
✅ Research and recommend suitable portfolio solutions

What You Bring

✔ Mutual Funds and Life Insurance licenses in good standing
✔ CFP designation (or in progress)
✔ Strong communication and problem-solving skills
✔ Ability to thrive in a fast-paced, client-focused environment

✔ A minimum 3 years of experience in financial industry client facing role

Why Join Us?