Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities:
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.
- Serve as a collaborative team player willing to further development through continued training opportunities.
Qualifications:
- A required Bachelor’s degree in business administration, finance, or similarly related field.
- Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products.
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
- Valid FINRA Series 7 & 63/66 preferred but not required.
Compensation:
$85,000+ at plan yearly
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