Entry Level Financial Professional
3 weeks ago
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
•Build strong relationships with new clients in Houston, TX by acting as their trusted financial advisor
•Tailor financial plans for each client based on their career, life stage, and changing financial needs
•Evaluate each client's financial information to determine their financial status, goals, retirement plans, and other wealth management factors accurately
•Be a structured and coachable team player open to learning from team members
•Assist clients in achieving their financial goals through strategic product, plan, and investment suggestions
Qualifications
•Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other relevant tools is highly preferred for this role
•Exceptional communication skills and strong mathematical abilities are essential, along with a proven history of cultivating enduring relationships with both existing and potential clients
•Basic understanding of financial industry principles, financial products, and the responsibilities of a financial advisor is an advantage when applying for this position
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