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Entry-Level Financial Advisor
3 months ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today
Responsibilities
•Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•Serve as a collaborative team player willing to further development through continued training opportunities
•Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
•Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
•Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
